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McMillan Financial Services, Inc.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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2

Consultants

4

Decades of experience

1

Local Offices

Serving individuals, families, and small businesses since 1983.

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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What We Offer

Since 1983, McMillan Financial Services, Inc. has served the River Valley and abroad. We help individuals, families, and businesses that seek financial organization. Whether you are just beginning to set your financial goals, or have already accumulated a sizable estate and need creative strategies for estate and retirement planning, our unique background and resources can help you.