Additional information

Profile:

Mullennium Finance LLC concentrates in the area of retirement, tax and estate planning. By devising a comprehensive financial strategy, we can help clients work towards their financial goals. In fact, all the comprehensive strategies start with the goals and objectives of the client.
Starting with the client’s goals and objectives, Mullennium Finance LLC does a data gather, reviewing all the financial aspects for a client(s), including their assets and liabilities, their insurance coverage, whether they have wills and/or trusts, how many children they have and whether they want to fund a college fund for those children, how to plan for children or other love ones that may have special needs, what the risk tolerances are for the client(s), how the client(s) are now spending their income, and whether they have income outside regular employment such as a side business or a full time income from self employment.
In addition to gathering all the above information, Mullennium Finance LLC reviews tax returns for the last two years, all investment, annuity, bank and social security statements. They also review wills and trusts and consult with attorneys with whom they have established relationships to see that the estate is in proper order.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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