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Millennium Financial Group
Millennium Financial Group: Des conseils financiers clairs et personnalisés pour votre avenir.
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Business
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Millennium Financial Group: Des conseils financiers clairs et personnalisés pour votre avenir.
Millennium Financial Group propose des services de planification et de conseil financier fiables à Colorado Springs. Tim Wenger fournit des conseils clairs et personnalisés en matière de planification fiscale, de retraite, d'options PERA et de constitution d'un patrimoine à long terme. Les clients apprécient l'honnêteté, une communication proactive et un soutien collaboratif avec les experts-comptables pour aligner les finances sur leurs objectifs de vie.
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Stratégies personnalisées pour la retraite, y compris des options PERA, afin d'assurer un avenir financier sûr.
Conseils d'expert sur des stratégies fiscalement efficaces pour optimiser vos finances et réduire les charges fiscales.
Des conseils d'investissement complets et une gestion de portefeuille adaptée à vos objectifs et à votre tolérance au risque.
Des plans d'accumulation de patrimoine à long terme pour les particuliers et les propriétaires d'entreprises afin de faire croître et protéger leurs actifs.
Des consultations individuelles pour examiner votre situation financière, définir vos objectifs et élaborer des plans d'action.
Note globale
Ashley Schmidt
Millennium Financial Group is an outstanding choice if you’re looking for a knowledgeable and trustworthy financial planner in Colorado. Tim Wenger provides clear, personalized guidance on tax planning, retirement strategies, and long-term wealth building. He’s proactive, responsive, and truly puts his clients’ best interests first.
Kayla Albertella
We met with Tim for the 30 mins intor meeting who was able to help us dive into my husband's PERA table and clarified several important parts of it that we previosuly did not understand. He really helped by weighing in on the pros and cons, taking into account our life goals which helped us to make some key decisions about our current and future finances. Tim was honest and was happy to spend more time with us and answer additional questions as well as reviewed some additional services he could provide if needed. We were both very thankful for his time and will be reaching out to him in the future!
Halie Anthony
Tim and the team at Millennium Financial Group have been an absolute game changer for me. As a business owner, my company had taken off, but I felt completely stuck on how to wisely invest my earnings while still managing existing debt. From the moment I met Tim, I knew I was in good hands. He’s incredibly approachable and deeply knowledgeable about finances. He took the time to look at my full financial picture, collaborated with my CPA, and helped me set clear, realistic goals for the year. With his guidance, we’ve mapped out a plan that will not only help me finish the year strong, but also make some long-overdue home improvements, double my business growth from last year, and even take my kids on a vacation—something I didn’t think would be possible this soon. I’m beyond grateful for Tim and his team. They’re the kind of professionals you want in your corner when your financial future starts expanding faster than you can keep up.
Amber Thomas
Tim has been invaluable in getting all of my financials and retirement set up. He knows PERA retirement, and it was huge for me to learn and go over options that would lead to my best retirement. Tim explained everything simply and clearly. He will check in, update me on my accounts, and answer any questions I may have. I appreciate the experience and reliability. I have recommended Tim to my friends and will continue to do so. Thank you for all that you do!
Susie Saunders
My previous Financial Planner retired who I felt was irreplaceable. I literally cried in the transition process meeting with Tim who showed himself to have incredible depth and compassion combined with incredible financial wisdom!! Tim is committed to walking along side me as I support my medically fragile daughter. Our journey is heavy but he continues to truly listen and help me make the very best decisions to make the inherited funds and investments last to give her a way to survive her diagnosis. My Dad would be so thankful Tom is guiding me along.
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