Asset Management

Asset management is an important part of retirement planning. It involves creating a plan for managing and investing funds to meet one's long-term financial goals. It includes diversifying investments and monitoring the performance of those investments. Asset management also requires being aware of potential risks, such as inflation and market volatility, and having a plan in place to handle them. Retirement planning is a long-term process and asset management is a key component to achieving financial security in retirement. By investing wisely and managing assets effectively, individuals can maximize their retirement savings and ensure a secure retirement.

 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.