Opinionated Planner

Millennium Planning

Welcome to our blog page. Here is where we will be sharing some of the experiences and insights from our experiences in the financial industry, along with links to articles we have contributed to. 

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  Lincoln Financial Securities and their representatives do not offer legal or tax advice. Individuals should consult their legal or tax advisor regarding any legal or tax information as it relates to your personal circustances. 

Investments and advisory services are offered to residents of FL, NC, NJ, and VA through representatives of Lincoln Financial Securities, Member SIPC. Lincoln Financial Securities and Millennium Planning Group are not affiliated. Branch office: 1011 S. Hamilton Rd., Ste. 300, Chapel Hill, NC, 27517.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.  LFS-3143728-062920 

Copyright © 2020 Michael C. Whitman, MBA, CFP® – All Rights Reserved.