| CALL US NOW!
When working with a financial professional, you want them to be knowledgeable, trustworthy and looking out for your best interests. You can expect that of Wossen Million, who can work with you on a plan of action that is affordable and tailored to your needs.
Strategies for Every Season in Life
A basic rule of thumb is to have enough life insurance coverage to provide approximately 10 times your annual household income.
Basic Financial Literacy
Whether you're a financial novice or looking to brush up on your skills, try to take the time to review your finances and form good consumer habits. The complexities of one’s finances may vary over time.
Have you envisioned what your retirement will or could be like? Retirement planning is a crucial aspect of
financial wellness. Let’s discuss how to save for retirement and make the most of that savings when the time comes to retire.
Many of life’s most exciting milestones require a level of financial preparedness. Higher education, marriage, home ownership, starting a family, and retirement all require significant investment, so try to be prepared!
Estate preservation refers to a person's steps to manage, organize, and protect their assets and wishes while alive. At its core, estate planning applies to EVERYONE.
Education Planning
We can help create a college savings plan based on your family’s budget. We are prepared to show you how an educational plan can help support the cost of k-12 private tuition and fees for college.
Business strategies help improve profitability and long-term value for an organization. A business strategy includes a clear set of plans, actions, and goals that outline how a business will compete.
No matter the interaction you have with us, we want it to be a positive and seamless experience that can help transform your future.
Strategies for Every Season in Life
I was 100% satisfied with the customer service and with the products.
My advice to any young family just starting out would be to find a way to secure your future, even if you invest small, start somewhere. You can do the same with your insurance.
It is never too early to plan for my future by saving and investing.
The financial services from your firm have greatly improved my personal finances. Highly recommend!
© 2024 Wossen (Wossenyelesh) Million - All Rights Reserved
For from Him and through Him and to Him are all things. To Him be the glory forever. Amen. Romans 11:36
(925) 683-9515