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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

Videos

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

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Newsletters

  • Phased Retirement Can Help Smooth the Transition

    The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.

  • Making the Most of Your Credit Card

    Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.

  • A Pension Strategy That May Boost Your Income

    A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.

  • A Mortgage Recast Is an Alternative to Refinancing

    When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.

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Calculators

  • 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.

  • Estate Taxes

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

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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