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.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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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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