Millennium Planning Information

Everyone deserves unbiased advice that serves their best interests. Millennium is a financial services firm built on unbiased advice, transparent pricing, and meaningful relationships. We provide personalized and actionable strategies to clients who care about their financial future and want to plan for it now. We promise to learn your story, your challenges, what you hope to get out of life – and what your money needs to do to carry you through it all. We work to serve our clients and our communities with humor + humility. Investments and advisory services offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC. Branch Office: 4000 Westchase Blvd, Suite 300, Raleigh, NC 27607. Securities offered to residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. Advisory services offered to residents of NC. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals. Millennium Planning Group is not an affiliate of Lincoln Financial Securities Corp. LFS-1835864-062917