Broker Check

Kurt W. Mac Millan

LPL Financial Advisor

818-465-0210 ext. 121

15060 Ventura Boulevard
Suite 200
Sherman Oaks, CA 91403

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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