Millennium Planning Group, LLC

Millennium Planning Group, LLC I help busy professionals plan for their financial future. We carefully craft a plan that is best su This platform is solely for informational purposes.

Millennium Planning Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Millennium Planning Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Millennium

Planning Group, LLC unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

06/02/2026

A forgotten form can override your will.

Checking Your Portfolio Isn't the Same as Reviewing It
05/30/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

05/26/2026

See what a century of investing history shows.

05/22/2026

Do you really need to hire a financial advisor?

05/19/2026

History shows why comfort can come at a cost.

05/15/2026

A quick guide to key Social Security decisions.

05/13/2026

We broke down markets into a 5-minute read

05/12/2026

See what a century of history says about cash.

05/08/2026

A simple guide to key Social Security choices.

The Estate Plan That Looks Complete on Paper
05/07/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

Address

120 Mosaic Boulevard Ste. 200-7
Pittsboro, NC
27312

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19842148540

Website

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