Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Millard Beatty Associates, LLC., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a confident future. We provide impeccable client service to help manage tax efficiencies and preserve assets by utilizing numerous investment products and strategies, so we can help preserve our client’s lifestyle for a lifetime.
Proud Sponsors of:
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Here are five facts about Social Security that are important to keep in mind.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This worksheet can help you estimate the costs of a four-year college program.
A change in your mindset during retirement may drive changes to your portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”