MacMillan Financial | Financial Planning

John MacMillan is a Registered Investment Advisor licensed by the State of New Jersey. He is a well know local financial educator specializing in fee-based financial and retirement planning for ‘seniors’ and ‘boomers’. With many years of experience, MacMillan Financial can assure their senior and boomer clients that time tested strategies will be employed in developing a roadmap for attaining their individual retirement goals.

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.
Our money strategies allow seniors and boomers to sleep-at-night!