McMillion Financial Group
your partner in retirement planning
your partner in retirement planning
On a Personal Note
I would like to take this opportunity to tell you about myself and the products and services that I
offer. I have a total of 15 years in the financial services industry. I am a graduate of the University
of Southern Maine. I currently offer my services to employers and employees of health care,
education and non-profit organizations in Missouri, Arkansas, Kansas, Oklahoma, Illinois,
Kentucky and Florida.
As an Investment Advisor Representative, it is my mission to help individuals develop financial
objectives and achieve those objectives through various financial products and investment
services. I can assist you in achieving your financial goals by providing you with a customized
retirement and/or investment plan that may suit your unique needs, both today and tomorrow. It
is extremely important to me that you understand the value of planning now for your financial
future. I offer education services that can help you make informed decisions. I can also provide
you with an assessment of your financial needs using state-of-the-art financial software,
including a retirement needs projection and an investment portfolio evaluation.
I also offer additional services such as:
Strategies for:
Analysis of:
Development of:
I offer a wide variety of products and services that can help you achieve your individual and
employer group financial goals.
Please feel free to contact me at any time to ask a questions or to make an appointment. I am
available Monday through Friday typically from 9:00 a.m. to 5 p.m. However, I frequently take
appointments before and after those times. I look forward to hearing from you.
I, Kim McMillion, can work with you to determine the model that may best suit your investment
objectives and tolerance for risk.
I would like to take this opportunity to tell you about myself and the products and services that I
offer. I have a total of 15 years in the financial services industry. I am a graduate of the University
of Southern Maine. I currently offer my services to employers and employees of health care,
education and non-profit organizations in Missouri, Arkansas, Kansas, Oklahoma, Illinois,
Kentucky and Florida.
As an Investment Advisor Representative, it is my mission to help individuals develop financial
objectives and achieve those objectives through various financial products and investment
services. I can assist you in achieving your financial goals by providing you with a customized
retirement and/or investment plan that may suit your unique needs, both today and tomorrow. It
is extremely important to me that you understand the value of planning now for your financial
future. I offer education services that can help you make informed decisions. I can also provide
you with an assessment of your financial needs using state-of-the-art financial software,
including a retirement needs projection and an investment portfolio evaluation.
I also offer additional services such as:
Strategies for:
- Reducing current income taxes*
- Funding a college education
- Retirement planning
- Maximizing retirement income
- Trust coordination
Analysis of:
- Current investment portfolio
- Insurance needs (e.g. life, disability, long-term care)
- Net worth and cash flow
Development of:
- Comprehensive investment plans
I offer a wide variety of products and services that can help you achieve your individual and
employer group financial goals.
- 401(k)
- Roth 401(k)
- Personal 401(k)
- 403(b) (Tax Sheltered Annuities)
- Roth 403(b) (Tax Sheltered Annuities)
- 401(a)
- 457 Plans
- Church Plans
- Payroll Deduction Plans
- Mutual funds
- Brokerage Accounts
- Stocks, Bonds
- Roth and Traditional IRAs
- IRA and or TSA Consolidation/Rollovers
- SEP-IRA Plans
- SIMPLE IRA Plans
- Keoghs
- College Savings Plans
- Custodial Accounts for Children
- Asset Management Accounts
- Fixed and Variable Annuities
- A Complete Line of Insurance Products
- Long-Term Care Insurance
- Life Insurance
- Disability Income Insurance
- Structured Settlements
Please feel free to contact me at any time to ask a questions or to make an appointment. I am
available Monday through Friday typically from 9:00 a.m. to 5 p.m. However, I frequently take
appointments before and after those times. I look forward to hearing from you.
I, Kim McMillion, can work with you to determine the model that may best suit your investment
objectives and tolerance for risk.
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Securities offered through NEXT Financial Group, Inc. member FINRA and SIPC 2500 Wilcrest, Suite 620,
Houston TX 77042 (877) 876-6398, www.nextfinancial.com
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and
expenses carefully.
_______________________________________________________________________________
Copyright 2008 McMillion Financial Group LLC. All rights reserved. Revised December 5, 2008.
______________________________________________________________________________
Houston TX 77042 (877) 876-6398, www.nextfinancial.com
Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and
expenses carefully.
_______________________________________________________________________________
Copyright 2008 McMillion Financial Group LLC. All rights reserved. Revised December 5, 2008.
______________________________________________________________________________
Branch Office: 3022 S National Avenue, Suite 326, Springfield MO 65804
Phone (417) 889-9003 E-mail: kmcmillion@mcmillionfinancialgroup.com
McMillion Financial Group LLC is not an affiliate of NEXT Financial Group, Inc.
Phone (417) 889-9003 E-mail: kmcmillion@mcmillionfinancialgroup.com
McMillion Financial Group LLC is not an affiliate of NEXT Financial Group, Inc.
