2. ril
OUR CHIEF ACCOU/|ffTAl|ifI';
Mr. JamesG.PetersonJr.joinedMillenniumFinancialManagementin 1995.
Mr. Petersonis aretiredUnitedStatesMarine,with overtwentyyearsof honorableserviceto
ourcountry. Hebringswith him awealthof leadership,managementandmoralvaluesto our
firm.
Mr. Petersonholdsabaccalaureatedegreein financialmanagementfrom ChapmanUnivenity,
ArgyrosSchoolof BusinessandEconomics9l'. Hispostgraduatestudiesweredoneat
Universityof Californiakvine (IJCI).He is alsoalicensedinsurancebrokerin thestateof
California.
Throughouthistenurewith ourfirm Mr. Petersonhassuccessfi.rllybuilt areputationof service
with ourmanyclients.Weareproudto haveMr. Petersonasourchief accountantandplease
feel freeto call onhim to beof serviceto you.His teamof associatescomesfrom thebanking,
financeandinsuranceentitieswithin the fortune500.
3. ABOUTTHNCOMPAITY:
Millennium Financial Managementwas establishedin 1995asaprivate financial management
company-We provide our clients with essentialservicesthat include andnot limited to:
ACCOT]NTING
FINAhICIAL MANAGEMEI{I
HEALTH INSURANCE
AlYtTtruLYr-LANffINS
BUSI1TESSSTARTUP
TAX PLANNING ANI} PREPARATION
4. ACCOT]NTI}IIG:
KNOWLEDGE IS POWER...... whenyouar€empoweredwith informationconcemingyour
personalor corporatefinancialissuesyou canmakepowerfuldecisionsthataffectyou andyour
company.
Flavingapersonalaccountantto guideyouthroughthemazeof businessandpersonalhnances
is anessentialtool thatwill serveyou well.
Eitherin theboardroomor atyourkitchentable,Millennium FinancialManagementwill be
thereto assistyou.Everyclienthasuniquecircumstancesthatrequireattentionto detail. It is
thispersonalapproachthatsetusapartfrom ourcompetitors.Seewhy ourcompany'sclients
havebeentruly satisfiedwith ourservicesfor manyyears.
Wehavepartneredwith ADP SmallBusinessServicesto complimentourclient's needswith
regardto payroll planning.
5. 'r1
A well thoughtoutplanis thekeyto a successfulfuture,andwearehereto seeyouthrough.
Ona daily basisweconsultwith manyof ourclientsin theUnitedStatesandoverseas.We
offer financialinsightsandpossibleoptionsthataidyou in your decisionsmaking. This oneto
oneserviceis thehallnark of ourbusiness.Weareonly atelephonecall awayandrespondto
yourneeds,usuallywithin 24-hoursor less.Find outwhy we arethecompanyfor you to rely
on.
6. XAetna
UnitedH thGroup""
HEATTHCARE:
Healthcareis abasicneedthatshouldnot betakentoo lightly by usall. Aligning ourclients
with thehealthcareproviderstheyneedis a serviceswetakepridein. Thenewlawsand
regulationshavedrivenmanyfamilies,individualsandcompaniesto abandonthis offering.We
areworkingwith someof theforemostinsurancecompaniesofferinghealthcareto you. Call
onustodayto find outhowwe canassistyou in gettinghealthcare.
ueal
7. m}{mp#,ttlt*.
AINUITY RETIRENTEIYTPLANNING:
It seemsthatit will becomeclearthatfor manyAmericanssocialsecuritywill notbeavailable
to meettheirretirementneeds.Yel wehaveasolutionfor thatandit comesasno
swnse.....Dlerilfof your ownfu
Wehavebeenassociatedwith someof theworld'sleadinginsurancecompaniesthathavethe
financialstrengthto helpyoumeetyour futuregoals.Whetherit's for college,retiremen! or a
newhome;ourte"m webegladto walk youthroughanddesigr aplanthatfrtsyourneeds.
8. BUSIITIESSSTARTIJP:
Onthis subjectwe canspeakto thiswith experienceandauthority. Whenyou cannotrely on
someoneelseto provideyouwith themeansto makealiving; startingyourownbusinessis a
wonderfi.rlandrewardingidea.
Wehaveassistedmanyof ourcorporateclientsto setuptheirbusinessesandwe areproudto
eamtheirtrusteachday. Seewhy you shouldconsiderstartingyour ownbusinesstoday.There
arenumerousbenefitsto incorporatingtoday. Wewill discusstheprosandconsandhelpyou
makeaninformeddecision.
we standbehindyou asyour companygrowsandbecomesstrongandsolid.Guidingyou
throughthedayto dayoperations,our24-hourteamis availableto addressyogr concems.
Wealsowork with DunandBradstreetin helpingyou establishyour companycredit.Dun and
Bradstreetis oneof theworld's mostknownbusinesscreditreportingcompany.Ask ouragents
to showyou whattheycando for your businesstoday
9. F}
TAX PLAITIMNG AND PREPABATION:
You eamaliving eachday,eitherasabusinessowneror workingperson.well ifs just as
importantto makeadollar asit is to keepone! Propertaxplanningis whatwe dobpstat
Millennium FinancialManagement.Knowing whgttanlawsandmethodsto apply,is a step
aboveandbeyondwhatthe"Softwarehogram in theBox" won'ttell you. Weareyour source
for planning,preparationandadvisingyou ontax relatedissues.Find outwhataMllennium
FinancialManagementadvisorcandofor youtod4y.
Thetax lawschangefrequentlyandwe standreadyto s€rveasyourtax accountantsandkeep
you ab'reastof thesechanges.Wealsoassistyou in yourpersonaltax planning.Wealsorefer
ourclientsto ourparhreredprofessionalin thelogal,bankingandmortgageindustriesaswell.
Their expertisecombinedwith ouryearsof experience,makesavery strongally fhatsan4.1ir..
theresultsyourequire.
