We offer a complete range of financial products and services to provide our senior and boomer clientele with the best one-stop-shopping experience they expect and deserve…and, we are fully independent. Being independent means that we search out the very best and most suitable financial instruments in the entire universe of products without being encumbered by proprietary insurance and investment menus.
At MacMillan Financial, we build your plan from the ground up. We start with a personal risk tolerance assessment, do a complete inventory of your assets, ensure that your insurance protections are adequate, examine tax implications and then do time-line studies using Monte Carlo simulations and Probability Analyzers to take the guess work out of constructing a retirement distribution program that sees you through retirement.
Call, e-mail or fax today to set up a complimentary consultation.
ABOUT JOHN MACMILLAN…
John MacMillan is a well known local financial educator specializing in helping retirees preserve their assets and increase their income. He began his career in 1983 focusing on the small business market-place, working in the United States, Canada, France, United Kingdom, Holland, Central America and the Caribbean. Shortly after the stock market downturn in 2000, he opened a private client practice in West Central New Jersey. His company focuses on retirement issues facing baby boomers and their parents.