Millsone Financial Group (MFG)
In a world full of complexity and change, making the right financial decisions are not always easy. Changes in tax laws, inflation and interest rates continue to have a substantial impact on earnings set aside today for financial security. At Millstone Financial Group, our unique macro economic financial process guides our clients by allowing them to make sound financial decisions that are based on facts and not opinions. Our comprehensive approach allows our clients to understand their present situation and see what strategies are working for them. We are then able to identify any inefficiencies in their plan and help them implement the right financial strategies to get them where they want to be. By using proven financial strategies our process is designed to maximize our clients wealth potential, improve their cash flow and minimize their risk exposure all while working within their current budget. The result is our clients are able to save more money, without sacrificing their lifestyle.
At Millstone Financial Group, our process begins with understanding your personal or business situation. We accomplish this through a thorough fact finding interview. After we understand all of the facts, we identify how your current plans are working and identify all of the strengths and opportunites that are present. Finally, we help you identify what your options are and assist you in implementing your plans. At Millstone Financial Group, we are committed to service and performance, and we are always available to assist you as your circumstances change or as required due to economic or tax law changes. Comprehensive Planning - We sit down with you and discuss your financial goals, challenges, and aspirations to help develop a long-term plan. We also take into account the best and worst case scenarios for your financial future, so that no matter what happens, you and your family can be as prepared as possible. Investment Services - We employ time-proven methods instead of the latest fads. Since our founding, we have taken a long term approach to investing that relies on realistic expectations of returns, diversification among and within asset classes, and proprietary research. Insurance Protection Planning - Our clients enjoy the finest life, disability, long-term care and health insurance coverages available today. We select the most suitable insurance programs that will protect you, your family, your business and employees. Retirement Planning - Our proven strategies will help you maximize both your retirement savings as will as your retirement income, while helping you reduce risk. We will also help provide a strategy for your retirement years so that you can live without fear of running out of money, underperforming assets, inflation, and tax law changes. College Planning - There's no single correct answer to the question of how to fund your child’s education. A wide range of solutions are available to help maximize your college savings and, therefore, minimize your debt when the time comes to start paying tuition. Employee Benefit Planning - Millstone Financial Group can help you construct, implement, and service a quality and affordable benefit plan. Our team has extensive knowledge of retirement plan construction and management. These comprehensive plans may include Health, Disability, or Life Insurance, 401(k) Retirement Plans, Profit Sharing or Defined Benefit Plans. We can also assist you in creating customized Executive Bonus Plans to help attract and retain your key professionals. Business Succession Planning - We can work with individual proprietors, small companies and larger companies to help ensure they are maximizing their business revenue and preparing for long-term success. Our experts are familiar with the ins and outs of running a successful business, and can be a tremendous asset in ensuring profitability
Address: 490 State Route 33, Building 2 Suite 5, Millstone Township, NJ 08535, USA
Phone: +1 732 385 8544
FAX: +1 866 271 8617
