Whether you’re a business owner or high-net worth individual, your personal tax strategy and wealth management can dramatically impact your future goals. We believe there is great value and power in the integration of tax planning and wealth management planning. Our mission is to work closely with you to provide investment, insurance, retirement, and financial planning services while integrating tax planning to deliver a powerful difference.
Here are some things to consider and how we can help you:
- Tax Analysis
- Investment & Insurance Review
- No Cost
- Financial Profile
Personal Financial Planning
- Comprehensive personal financial planning
- Estate and gift planning
- Education funding
- Investment analysis and planning
- Retirement planning
- Budgeting and forecasting
- Cash flow management
- Charitable giving
Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Millennium Financial Advisors, LLC is independent of ProEquities, Inc.