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Jerry McMillan P P P P Investment Services: Financial Advice:

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Presentation on theme: "Jerry McMillan P P P P Investment Services: Financial Advice:"— Presentation transcript:

1 Jerry McMillan P P P P Investment Services: Financial Advice:
Company Retirement Plans: P LightPoint Managed Portfolios Unified Managed Accounts Fixed Annuities Variable Annuities Income Annuities P Asset Allocation Planning Retirement Planning Risk Management Lifetime Income Planning Stock Option Planning Estate Planning Tax Planning P 401k Plans Simple IRA Plans Simplified Employee Pension Plans Defined Benefit/Cash Balance Plans Insurance Services: P Life Insurance Long Term Care Insurance Jerry McMillan WEALTH ADVISOR 324 Washington Ave SW, Suite B | Roanoke, VA 24016 Phone: | Fax: | Financial Planning and Investment Advisory services offered through Beacon Wealth Consultants, Inc. BWC is registered in: FL, IN, NJ, PA, TN, TX, VA and is currently exempt from registration in all other states. LightPoint™ is a trademark owned by Beacon Wealth Consultants, Inc. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Changes in investment strategies, contributions, or withdrawals may alter the performance and results of your portfolio. Past performance is no guarantee of future results.


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