Financial Strategies With a Personal Touch

We believe comprehensive financial planning should cater to our client family’s unique tastes. (We just hope you love cheesecake!)

Millennium Financial Services:
SERVING YOU IS OUR TREAT

At Millennium Financial Services, our mission today is the same as it was the day Larry Keyes opened the firm back in 1998: to help others live their dreams.

We build dependable financial strategies, but only after building lasting relationships. We care for — and about — our clients. We consider them family and treat them as such, right down to those mouthwatering gourmet cheesecake slices our vice president, Brent Keyes, has become famous for serving.

Will your money last as long as you do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

  • Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
  • Read how much the average person spends on health care today. (You might be surprised at the number!)
  • Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
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Family Yard(SQ)

Build Confidence for Today and Tomorrow

Your finances and future are personal. That’s why you deserve a personalized approach to building a strategy that targets your distinct goals, hopes and needs.

We created our three-step Pillars of Confidence planning process to provide exactly that.

A Foundation of Understanding

Ready to Visit?

Contact us today to start — or continue — building a strong financial foundation for the future with help from genuine people you know, trust and enjoy.