Millenium Financial Group

 Today's investment climate offers unprecedented opportunities. At Millen2ium Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools: 

1.   A clear understanding of their financial goals.
2.   A well-defined roadmap for achieving those goals.
3.   Ongoing advice to help adjust their roadmap when their
      needs change.

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Millen2ium Financial Group, please contact us today.

Richard Lewis
President
 

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck