The main focus at Milillo Capital is to provide easy to understand and quality financial planning advice. While many financial professionals are experienced in helping individuals accumulate retirement assets, the increasing number of retirees means there is a large demand for expertise in how to manage and use those assets.  As a licensed Retirement Income Certified Professional, here are a few of the things I focus on for my clientele:

• When is a client financially prepared to retire.
• The rate at which retirement savings should be withdrawn.
• How an individual’s asset allocation should change during retirement.
• The best age for an individual to start claiming Social Security.

Areas of Focus:

• Money Management
• Retirement Plans
• Life Insurance
• Annuities
• Long Term Care
• Disability 
• Business Planning
• Estate Planning