There are many checkpoints to clear as you navigate retirement. Luckily, you’ve come to the right place for expertise and guidance.

 

Medicare

We can help you get the most from the Medicare coverage available.

Social Security

Our firm analyzes various strategies to optimize our clients’ social security benefits.

Income Planning

Our team reviews income sources to ensure our clients get the most out of their retirement.

 

Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

Asset Management

We help our clients manage and invest their funds to meet their long-term financial goals.

 
 
 

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/.