Broker Check
(720) 941-1111
LinkedIn 
Our Team The Facts About Income Tax Social Security: By the Numbers To Buy or Not to Buy
Welcome to Hadad-Milinazzo Financial Group 

We believe our commitment to personalized comprehensive financial planning is the key to helping each client pursue their unique financial dreams and goals. As "Your Lifetime Financial Coach," we will guide you through the following 8 Wealth Management Issuessm many individuals face during their lifetime paying particular attention to the tax effect of each decision: 

  • Investment Management*
  • Cash Flow and Debt Management
  • Education Planning
  • Business Planning
  • Retirement Planning
  • Family Risk Management Planning
  • Legacy Planning
  • Special Situations Planning

Our team can assist you in answering the following questions:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Am I doing the right things to minimize taxes?

We have helped many people with similar concerns, and we look forward to building a long-term relationship with you. 

*These services are offered by Ann Marie Milinazzo through her affiliation with HD Vest Investments Servicessm and HD Vest Advisory Servicessm 

Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow