We help create retirement income strategies so your retirement income lasts as long as you do. Since 1998, Millennium Financial Services Inc. has been working with friends and neighbors throughout South Dakota and surrounding states to help them work toward their financial goals through the use of insurance products.
We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. At Millennium Financial Services, helping you meet your financial needs is our first priority.
We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. At Millennium Financial Services, helping you meet your financial needs is our first priority.
Services
Millennium Financial Services Inc. follows the "Platinum Rule": Treat others the way THEY want to be treated. Our mission is to help people near or at retirement grow, protect, enjoy and distribute their wealth in a tax-efficient way using customized insurance strategies. We also specialize in working with federal employees to help them successfully retire from federal service.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
At Millennium Financial Services Inc., we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials.
The principals of Millennium Financial Services, Inc. (an insurance firm) are designated as Chartered Federal Employee Benefits Consultants. They specialize in working with the unique federal retirement system and can show you ways to help maximize your pension, FEGLI and TSP. After reviewing this information with you, they can also offer insurance and annuity products to help you fill any gaps in your retirement income.
If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. It is important to feel you have control over your future. At Millennium Financial Services Inc., we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
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