The statistics on retirement planning aren’t the greatest in the United States. Far too many people will arrive at their retirement years without enough resources to live worry free. This is why Millstone Financial Group uses every opportunity to educate the public in how best to create a retirement plan that will meet their needs.
Co-owner and founder of Millstone Financial Group Michael Russo advises his firm’s clients on modern portfolio theory and offers free workshops on asset allocation and diversification strategies that can help those in retirement make the most of their wealth. As a financial strategist he works with his clients to create an approach to retirement that not only tackles assets and investments but also getting the best financial results out of retirement.