Guiding your financial future
414-777-0491
Michael R. McKillip, CFP®, EA
CERTIFIED FINANCIAL PLANNER™ professional
Enrolled Agent with the IRS
BBA, Marquette University
30+ Years experience in the finance industry
Guiding your financial future
Financial Planning
The Financial Centre offers comprehensive financial planning to complement your specific planning needs.
Investment Consulting & Management
The Financial Centre offers different management styles for different investors. These investments may include individual stocks & bonds, separate managed accounts, mutual funds, UITs, REITs, and variable annuities to diversify your portfolio.
Insurance Products
The Financial Centre offers a broad range of life, disability, fixed annuities, and Long Term Care insurance to fit your protection needs.
Tax Services
The Financial Centre offers tax planning, preparation, and representation to the IRS to further assist you in your financial planning.
PRIVACY POLICY
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of WI, AZ, CA, FL, HI, MT, TX, VA. No offers may be made or accepted from any resident outside the specific states referenced. FINRA / SIPC / Osaic CRS.