Financial planning
Customized strategies, planning, and advice for financial goals.
Millennium Financial Group
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About Millennium Financial Group
An independent financial planning and investment firm. Millennium Financial Group provides customized strategies, planning, and advice to help clients prepare for retirement and other financial goals. The firm serves Colorado educators, public service personnel, and people from other walks of life. Its planning includes navigating pension options, including PERA Pension, for educators and city, state, and emergency services employees. The process begins by learning about each client's current financial situation and future plans, then developing a plan around those goals. The firm also helps clients consider investment ideas and options and understand how choices today may affect their financial future. Financial resources on the site include articles, calculators, videos, and presentations about money management and financial decisions.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Pension planning
Guidance on PERA Pension and other retirement pension options.
Investment guidance
Help understanding investment ideas and options.
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