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Join us in our FREE online presentation, to understand the basics of Required Minimum Distributions and unlock the latest tips to maximize your savings.

Curious of recent government updates to RMDs and withdrawal requirements?

For all 401(k), IRA, 403(b), and retirement account holders! It's time to learn how to best handle your money and be ahead of the upcoming changes to make the most of your financial future.

Avoid Over Paying Your Retirement Income to the IRS! (Can be up to as much as 25% depending on your financial situation.

Come and learn more at this group presentation hosted by retirement specialist Michael Milligan.
I got into this business at the age of 11 years old, sitting around the dining room table with my grandmother. She asked me to help count her money at the end of a long workday. She didn’t have a bank account so we stored her money in used coffee cans; I became her CFO at that young age.

She pushed me to be an entrepreneur and to help people. So, essentially my first client was my grandmother who sold collard sandwiches for a living. My investment philosophy really hasn’t changed. Count every penny, count every nickel, count every dime, count every quarter. And when you add them up at the end of each day, put a purpose to them.