- Home | Help/FAQs | Contact Us | Locations
Feeling overwhelmed with the pieces of your financial picture? Looking for someone to help guide through the fear and confusion asociated with trying to figure out if, and how the pieces fit?
We partner with you to fit each of the pieces of your financial puzzle together, one step at a time.
About Us
Our firm is independent, which means that we are not beholden to any company's goals or relationships which could impact our recommendations to you. As a Certified Financial Planner™, we are a fiduciary financial planner, which means we are bound to put your interests ahead of our own.
Our Solutions
We are committed to maximizing our client's financial situation while equipping them with a better understanding of their overall financial picture, educating them about their options and providing them with objective financial advice. We are keenly aware of how taxes can affect your overall financial situation and specialize in creating tax strategies for our clients.
We offer both comprehensive financial planning services, limited planning services based on your individual needs, investment/portfolio management and insurance including Medicare Supplement.
As a fiduciary, it is our obligation to be transparent about our fees and costs. We offer different fee structures based on our client's needs and the services provided. Before any work is performed, we will always review our fees in plain English and answer any questions you have.
Would you like to see a sample financial plan or learn how we might be able to help you feel more confident about your financial picture? Give us a call, email or visit our webpage:
Monica Milleson, CFP®, AIF® (402)362-1100 [email protected] www.hsbretirementplanning.com
Why Choose a CFP® Professional?
You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.*
Monica Milleson is a Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, IA, KS and NE.
Securities and advisory services offered through LPL Financial, a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Henderson State Bank (HSB) and HSB Retirement Planning Specialists are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using HSB Retirement Planning Specialists, and may also be employees of HSB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of HSB or HSB Retirement Planning Specialists. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
