Milan has many years in the financial services field, is an established CPA while also holding an IL issued Life & Health Insurance license. He has passed Securities Series 7 & 66 exams. His primary of focus is on a process-driven comprehensive retirement planning for individuals, families & small business owners, strategizing and implementing retirement plan. He has helped many investors understand their situations and plan their future, gain knowledge, and confidence about their own finances and retirement, the end result of which is a financial plan with specific goal-driven objectives. His knowledge of capital markets, domestic and international tax compliance, estate and gift taxation, and other areas make him unique among his peers of his profession to guide clients to their goals.
