Complimentary Training With Financial Advisor, Mike Russo

Help Protect Your Assets and Help Make Your Retirement Income Last a Lifetime

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Created for pre-retirees and retirees with $250,000+ in investable assets

Inside this retirement training, you will discover...

The Fundamentals of a Healthy Retirement Plan

Strategies for protecting your assets and helping to plan for your retirement income to last a lifetime while getting to enjoy your golden years.

Why “Income-First” Retirement Planning Fails (And What to Do Instead)

Learn a different way to manage your nest egg that can help you work towards taking care of spending and finance your goals... while minimizing the chances you’ll run out of money.

4 Elements of a Strategic Retirement Plan

Avoid retirement planning mistakes by covering your bases with 4 elements that help make up the backbone of a condent retirement plan.

Where Should We Send the Video Training?

Created for pre-retirees and retirees with $250,000+ in investable assets

"Prior to meeting Millstone Financial Group we had retirement investments but gured the way things were mapped out we would be working into our 70’s. Meeting Mike and Don of Millstone Financial Group changed our lives. Their approach was not to sell a specic product but to look at what we had, change what didn’t work and look at the whole picture and what our dreams were. After switching to Millstone Financial Group we could feasibly retire at 65, which we have done and we are loving it!”
Joan and Lou Acevedo

"Prior to meeting Mike 15 years ago, I felt uneducated and unorganized with any investments or policies I had. Retirement? It wasn’t even a topic for me. Because Mike took a lot of time to get to know me and my wife Rae and our retirement goals, I am completely condent in Millstone Financial and the hard work of Don and Mike."
John and Raeann Wagenman

"Prior to my selling of my business and my wife and I retiring, we connected with Millstone Financial Group. In the past eight years since, Millstone Financial Group had helped me work through the management of a difcult buyout, created the diversication to help mitigate current and future taxes, and set a course for retirement with a strategy that self generates the ability to live out our lives in a manner in which we grew accustomed to, while steadily increasing the principle growth.”
Dennis and Liz Polvere

These testimonials were given by current clients of Millstone Financial Group. There was no compensation paid for these testimonials. The clients giving these testimonials were directly solicited by Millstone Financial Group.

Where Should We Send the Video Training?

Created for pre-retirees and retirees with $250,000+ in investable assets

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