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3159 Superior Drive NW
Suite 200
Rochester, MN 55901





MCM INVESTOR SERVICES, LLC

(507) 529-5665

 
MENU
 * About 
   * Mission Statement
   * Team
   * Affiliated Offices
   * Products & Services
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   * Clients Consolidated Reports
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * Tools 
   * Glossary
   * Tax Resources
 * Contact


HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

Learn More


RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


YOUR FINANCIAL FUTURE

Today’s economic environment presents many challenges. But along with these
challenges comes opportunities and potential rewards for those who can identify
long-term trends.

Whether you’re facing retirement—or looking to better understand certain
investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more
about your personal situation, identify your dreams and goals, and understand
your tolerance for risk. Long-term relationships that encourage open and honest
communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and
calculators designed to help you learn more about the world of personal finance.
As you search my website, send me a note regarding any questions you may have
about any particular investment concepts or products. We'll get back to you
quickly with a thoughtful answer.





SERVICES

We create strategies tailored to your goals.

Learn more


INDEPENDENCE

Without any conflicts of interest we put your needs first.

Learn more


TRUST

We enjoy building trusted relationships that span generations.

Learn more




HELPFUL CONTENT


HOW WOMEN CAN PREPARE FOR RETIREMENT

Are women prepared for a 20-year retirement?


SOCIAL SECURITY TAXES

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


RETIRING WILD: NATIONAL PARKS AND YOU

Get ready to enjoy America’s national park system with this helpful article.

 
 * Articles
 * Calculators
 * Videos

BUILDING YOUR LEGACY

A four-step framework for building a personal legacy.

COUNTERING COUNTERFEIT CURRENCY

Combating counterfeiting remains core to preserving the integrity of the
nation’s money.

DON’T BE YOUR OWN WORST ENEMY

Emotional biases can adversely impact financial decision making. Here’s a few to
be mindful of.

INSURING YOUR BUSINESS WITH A BUY/SELL AGREEMENT

It may help your business be better prepared in the event of the death of a
principal or key employee.

SYSTEMATIC WITHDRAWALS IN RETIREMENT

Taking regular, periodic withdrawals during retirement can be quite problematic.

WHY EVERYONE NEEDS AN ESTATE STRATEGY

Do you have an estate strategy? You should.

VIEW ALL ARTICLES

MY RETIREMENT SAVINGS

Estimate how long your retirement savings may last using various monthly cash
flow rates.

TAX FREEDOM DAY

Assess how many days you'll work to pay your federal tax liability.

HOW COMPOUND INTEREST WORKS

Use this calculator to better see the potential impact of compound interest on
an asset.

TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.

SELF-EMPLOYED RETIREMENT PLANS

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

ROTH 401(K) VS. TRADITIONAL 401(K)

This calculator compares employee contributions to a Roth 401(k) and a
traditional 401(k).

VIEW ALL CALCULATORS

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.

RISK TOLERANCE: WHAT’S YOUR STYLE?

Learn about what risk tolerance really means in this helpful and insightful
video.

FROM BOATS TO BROKERS

From the Dutch East India Company to Wall Street, the stock market has a long
and storied history.

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.

DREAMING UP AN ACTIVE RETIREMENT

When you retire, how will you treat your next chapter?

RETIRING THE 4% RULE

A portfolio created with your long-term objectives in mind is crucial as you
pursue your dream retirement.

VIEW ALL VIDEOS

 


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LOCAL WEATHER

55901






Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities offered through American Portfolios Financial Services, Inc. (APFS)
 Member: FINRA/SIPC. 

Investment Advisory Services offered through American Portfolios Advisors Inc.
(APA) an SEC Registered Investment Advisor. 

MCM Investor Services, LLC is not affiliated with APFS and APA.



CONTACT

MCM Investor Services, LLC

Office: (507) 529-5665Mobile: (507) 269-3604 Fax: (507) 424-0293

3159 Superior Drive NW
Suite 200
Rochester, MN 55901

Series 7, 63, 66

dennis@dgmcmillin.com



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