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Millson/Walker Financial Group, Ltd.

7000 Houston Road Suite 13 Florence, KY 41042

Phone:

  • (859) 341-3000

Fax:

  • (859) 372-7573

E-mail:

  • Rcwalker@woodburyfinancial.net
  • bmillson@woodburyfinancial.net

Contact Us

Please feel free to contact us with any questions.

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Flipbooks

You can review interesting Flipbooks on my site.

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Videos

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Newsletters

  • New FAFSA Favors Grandparent College Giving

    Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

  • Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?

    High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.

  • Market Measures: Beyond the Dow

    In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.

  • Setting a Retirement Savings Goal

    Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.

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Calculators

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.  Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Neither Osaic Wealth, Inc., nor its registered representatives or employees, provide tax or legal services.

This communication is strictly intended for individuals residing in the states of KY, OH, IN, WI, CA, FL, TN, MO, IL, MD, MI, MN, NC, NY, OK & VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.  

PLEASE NOTE: When you link to any of the websites/hyperlinks displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.  

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Check the background of this financial professional on FINRA's BrokerCheck