We are in a Savings Crisis. Many Americans who have savings are suffering because interest rates have gone down or market returns have not met their expectations: "Where can I get the best rate for my Secure Money". Those who don't have savings are worried, "how do I start saving and have it be protected in case I need". Let me help you find the most competitive rates in America or the best plan to create, grow and protect your savings.
Planning for your child(ren) or grandchild(ren) to achieve in life what you see for their future is what a true legacy is about. Dreams often are like oxygen. When you have enough oxygen, you are free to live life; take oxygen away and your only focus becomes breathing and you leave other thoughts behind. One thing that helps dreams become reality is planning and money. Let me help you create an environment for your family where we breathe life into your child's dreams and let them multiply in the creative minds of our youth by saving and planning for them early in life.
Many approaching retirement or in retirement often wonder, "how can I have more income in retirement"? When we work, there are raises or opportunities to change jobs for a higher income. Why can't you have that in retirement? Let us complete a "Retirement Income Performance Review" for you and your family. You deserve a raise. Let's get it.
As one of the three most important financial decisions in a family's life (Home Purchase, Retirement, College Planning), we are in a borrowing crisis with college funding. In 2020, we have $1.7 Trillion plus in college loans outstanding for those entering the workforce. That number is exponentially growing. There are a number of financial benefits going unclaimed, unused or plans being underfunded to help family members entering college come out debt-free or debt lower than expected. College Planning is more comprehensive than just FAFSA planning; it involves aligning the student's goals with Mom and/or Dad's goals. Thats where I come in.
With over 20 years of experience in helping folks through the world of finances and life as an advisor, friend and coach, I know we all need help. Personally, I have gotten tremendous help in life in concurring weight loss and fitness goals and through growing a great business. I have also gotten great counsel in how my mind can control my choices and decisions. And, I am a life long learner looking to help others just as folks have helped me. Let's share stories and dreams and help each other reach them. I offer financial planning, advising services, savings plans and insurance solutions through VCB Financial Group.
This site is not affiliated with VCB Financial Group; it's sole purpose is to give you a chance to book an appointment with Mike Milligan, CFP, MBA and learn more about him. This site does not offer advice or recommendations.
300 32nd Street, Suite 101, Virginia Beach, VA 23451
Offices in Virginia Beach, Norfolk, Suffolk and Available Virtually Anytime
Monday - Friday: 9am - 5pm
Saturday: By appointment