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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!
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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.
John MacMillan has successfully completed the Certified Financial Planner coursework through the American College, and expects to obtain the prestigious Chartered Financial Consultant, (CHFC), designation later in 2011. The CHFC program is the most extensive designation in financial planning providing in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning. |