COMPANY NAME


McMillion Financial Group



Kim McMillion, ChFC, CFS



Hello. I'm Kim McMillion, ChFC, CFS. As a Chartered Financial Consultant and Certified Fund Specialist I can guide you in developing and maintaining an investment strategy designed to achieve your long-term objectives. When you partner with McMillion Financial Group, LLC you have access to a wide range of financial resources including:

  • Experienced Guidance
  • Comprehensive Investment Options
  • Personal Service

and the comfort and confidence that comes with knowing your investment plan is in place and on track. Ongoing investment management can make a significant difference and may provide the opportunity to optimize portfolio performance. I can help you keep your portfolio positioned strategically and ensure that your investments continue to reflect your goals.


CALL US: 727-456-1518

On A Personal Note




I would like to take this opportunity to tell you about myself and the products and services to which I offer access. I have a total of 29 years in the financial services industry. I am a graduate of the University of Southern Maine. I currently offer my services to individuals, as well as,
employers and employees.



Email us today for an appointment via Zoom or over the phone or in person at kmcmillion@mcmillionfinancialgroup.com



Services



As a Chartered Financial Consultant, it is my mission to help individuals develop financial objectives and achieve those objectives through various financial products and investment services. I can assist you in achieving your financial goals by providing you with a customized retirement and/or investment plan that may suit your unique needs, both today and tomorrow. It is extremely important to me that you understand the value of planning now for your financial future. I offer education services that can help you make informed decisions. I can also provide you with an assessment of your financial needs using state-of-the-art financial software, including a retirement needs projection and an investment portfolio evaluation.



Strategies for



• Reducing current income taxes*

• Funding a college education

• Retirement planning

• Optimizing retirement income

• Trust coordination



Analysis & Development



Analysis of:

• Current investment portfolio

• Insurance needs (e.g. life, disability, long-term care)

• Net worth and cash flow



Development of:

• Comprehensive investment plans



Products



I offer access to a wide variety of products and services that can help you achieve your individual and employer group financial goals.

• 401(k)

• Roth 401(k)

• Individual 401(k)

• Mutual funds

• Brokerage Accounts

• Stocks, Bonds

• Roth and Traditional IRAs

• IRA and/or 401(k) Rollovers

• SEP-IRA Plans

• SIMPLE IRA Plans

• College Savings Plans

• Custodial Accounts for Children

• Asset Management Accounts

• Fixed and Variable Annuities

• A Complete Line of Insurance Products:

 Long-Term Care Insurance

 Life Insurance

 Disability Income Insurance

 Structured Settlements



branch office:
111 2nd Ave NE
Suite 913B
Saint Petersburg FL 33701


CALL US: 727-456-1518

feel free to contact us with questions or comments!








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McMillion Financial Group



111 2nd Ave NE, Suite 913B
Saint Petersburg FL 33701





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