-- Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings more than 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, Milligan founded his own firm over 15 years ago with a guiding principle: “Everyone is One of a Kind; and they deserve a One-of-a-Kind Financial Plan.”
In his recent NBC News affiliate interview on The Morning Blend, Milligan explained, “Too many retirees face unnecessary stress because they’ve been handed cookie-cutter advice. Our approach is different, we create plans as unique as the individuals we serve. Retirement should be more than numbers; it should be about living a life with clarity, security, and purpose.”
Challenging the traditional “One Size Fits All” approach to financial advice—which he calls Retirement Déjà Vu™—Milligan developed The One-of-a-Kind Financial Plan™. This comprehensive strategy addresses the five pillars of financial success: taxes, retirement income, investments, long-term care, and legacy. The result enables clients to live what he describes as a “One-of-a-Kind Life.”
Recognizing that a strong financial foundation goes beyond dollars and cents, Milligan further created Retirement CHI™, an innovative approach that emphasizes Community, Health, and Impact. This framework helps reduce stress by ensuring retirees have a clear vision for both their finances and their lifestyle.
Today, Milligan leads a team of more than twenty professionals across the United States, including Hawaii, all dedicated to empowering clients with customized financial strategies that allow them to thrive in retirement.
Learn more: http://www.1OakFinancial.com
Video Link : https://www.youtube.com/watch?v=MyILO10RPn8
About Mike Milligan
Mike Milligan, CFP®, is a seasoned financial professional, author, and educator. With over 26 years in the industry, he has become a trusted voice in retirement and wealth planning. As the founder of 1 Oak Financial, he is dedicated to helping individuals and families achieve financial peace of mind through personalized strategies, innovative planning frameworks, and a passion for teaching.
Disclosures:
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
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