Our Services

   

 

Mullennium Finance LLC is a full service financial firm.  Aside from devising comprehensive financial strategies for individuals, couples and small businesses, we work with businesses in the following areas.  Setting up deferred compensations plans such as Keogh, SEP, SIMPLE, 401(k), individual 401(k) plans and defined compensation plans for business entities.  We go into detail explaining the advantages and disadvantages of each plan and conduct reviews for both employers and employees and provide education on diversification and asset allocation*.

 

For non-profits, we set up 403(b) accounts.

 

For individuals, we offer traditional IRAs, Roth IRAs, 529 Plans, Coverdell Savings Plans (an investment for education savings different from 529 Plans), individual stocks and bonds, mutual funds, annuities, REITs, separate accounts, life, long term care and disability income insurance as well as alternate type investments.

 

We review client’s investments in their retirement plans they have with their employer, advising them on diversification, asset allocation and risk tolerance with respect to their age and proximity to retirement.

 

We can be compensated either on a fee basis or on a commission basis with the client making the decision.  We offer a COMPLIMENTARY, no obligation initial one-hour consultation so that you can decide if establishing a long-term association with Mullennium Finance LLC makes sense for you.

 

* No asset allocation or diversification strategy can assure a profit or guarantee against a loss

E-mail us your interest at bmullen@royalaa.com.