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.
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Copyright 2008 McMillion Financial Group LLC. All rights reserved. Revised May 5, 2008.
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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 May 5, 2008.
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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 LLC.
Phone (417) 889-9003 E-mail: kmcmillion@mcmillionfinancialgroup.com
McMillion Financial Group LLC is not an affiliate of Next Financial Group LLC.
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 a Registered 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 serves 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.
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 a Registered 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 serves 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
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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