MillCreek Financial Consultants of Pinewood

MillCreek Financial Consultants is a financial planner in Pinewood, Florida. The firm helps individuals prepare for retirement and plan for goals such as saving for college and developing an estate strategy, with personalized service built around each client's specific objectives. Its services include investments such as bonds, common stock, educational IRAs, traditional, Roth, SEP and SIMPLE IRAs, brokerage accounts, Treasury bills, notes and government securities, and variable annuities. The firm also assists with financial management, retirement plans, tax strategies, 401(k) and 403(b) planning, college planning, estate planning, money purchasing plans, profit sharing plans, disability income insurance, life insurance, long-term care insurance, key man insurance, group benefits, deferred compensation plans, business planning, executive bonus plans, defined contribution and defined benefit plans, and buy/sell plans. It holds a rating of 5.00.

The firm's team includes William C. Green, CFP, president and financial advisor, who works with clients to protect assets and guide critical decision making; Robbie Kinney, partner and financial advisor, who has over a decade of experience helping clients build a financial foundation; Austin England, CDFA, a financial advisor based in the firm's Thomasville, Georgia office who specializes in the agriculture and medical industries and serves as a Certified Divorce Financial Analyst for lawyers; Matthew Pararo, a financial advisor in the Tallahassee office who was born and raised in Tallahassee and studied at Florida State University; and Sevin Wilson, a broker.

The firm works on a flat-fee basis, providing a comprehensive financial plan in the first year that includes cash flow analysis, a financial protection assessment, savings and retirement strategy, asset allocation optimization, and lifestyle realization calculations, with ongoing support in later years. It publishes a weekly market update and operates from 9:00 AM to 5:00 PM Monday through Thursday and 9:00 AM to 4:00 PM on Friday.

MillCreek Financial Consultants is located at 2425 Mill Creek Ct. The firm's approach rests on trust, honesty and integrity, and its business is built on thoughtful client relationships. For clients in Pinewood and the surrounding area, that combination of a full planning process and a team of credentialed advisors is what the practice is known for.