McMillion Financial Group
your partner in retirement planning
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 26 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 of health care, education and non-profit organizations in Florida,
Missouri, Arkansas, Kansas, Oklahoma and Texas.

As an Investment Advisor Representative, 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.

I also offer additional services such as:

Strategies for:

  • Reducing current income taxes*
  • Funding a college education
  • Retirement planning
  • Optimizing retirement income
  • Trust coordination

Analysis of:
  • Current investment portfolio
  • Insurance needs (e.g. life, disability, long-term care)
  • Net worth and cash flow                                          

Development of:
  • Comprehensive investment plans

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)
  • Personal 401(k)
  • 403(b) (Tax Sheltered Annuities)
  • Roth 403(b) (Tax Sheltered Annuities)
  • 401(a)
  • 457 Plans
  • Church Plans
  • Payroll Deduction Plans
  • Mutual funds
  • Brokerage Accounts
  • Stocks, Bonds
  • Roth and Traditional IRAs
  • IRA and or TSA Consolidation/Rollovers
  • SEP-IRA Plans
  • SIMPLE IRA Plans
  • Keoghs
  • 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

Please feel free to contact me at any time to ask a questions or to make an appointment.  I am
available Monday through Friday typically from 9:00 a.m. to 5 p.m.  However, I frequently take
appointments before and after those times.  I look forward to hearing from you.

I,
Kim McMillion, ChFC, CFS, can work with you to determine a model that suits your investment
objectives and tolerance for risk.

*
Fortune Financial Services Corporation does not give tax or legal advice. Please consult your
tax or legal professional regarding your particular situation

_______________________________________________________________________________
Copyright 2006 McMillion Financial Group LLC.  All rights reserved.  Revised
July 12, 2019.
______________________________________________________________________________

Check the background of this investment professional on
FINRA's BrokerCheck.
Branch Office:  111 2nd Ave NE, Suite 913B, St. Petersburg FL  33701
Phone: (727) 456-1518 E-mail:
kmcmillion@mcmillionfinancialgroup.com
McMillion Financial Group LLC is not an affiliate of Fortune Financial Services
Corporation