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.