PLAN
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Is your money managed under a written plan?
Were your investments chosen to fulfill your plan? Have you accomplished your goals? If you can't answer "yes" to the first two, the last answer is "no." At McMillen & Company we help you define your needs, your wants and what to do about both. We show you how to evaluate risk and reward in a mathematical framework that allows you to make a disciplined decision. We can help you get to a specific financial objective on the horizon, like retirement, or to build a legacy that may endure for generations. Whatever the objective, we establish investment policies that are clear, methodical and realistic. Discipline can overcome emotion. And discipline begins with a plan. |
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