This is our story, we look forward to hearing yours. At MLN Retirement Planning, Inc., our sole focus is YOU.
MLN Retirement Planning, Inc. partners with well-organized financial institutions, banks and insurance companies. This allows for customized investment strategies and retirement plans, which may not be available through a bank, an employer or a franchise-based advisor or firm.
We proudly serve Illinois and Wisconsin by offering the following services: Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies, Long-Term Care, IRA and 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning and IRA Legacy Planning.
For almost 20 years, Michael Niemczyk has hand-selected a team of professionals to design, implement and manage profitable retirement plans for individuals, families and corporations. His is the author of the book, "Will You Run Out of Money Before You Run Out of Life?" which is set to be released early in 2018. He has been heard as a financial professional on the following radio stations: 1220 WKRS, 1050 WLIP, 780 WBBM and 720 WGN. MLN Retirement Planning has an A+ rating with the Better Business Bureau, and Michael has been featured in Financial Advisor Magazine, the Northwestern University School of Journalism and The New Retirement Magazine. Mike has been on several advisory panels responsible for training over 2000 advisors during his career.
Specialties: Michael is an Investment Advisor Representative (IAR) and Certified Income Specialist (CIS). He is the owner of United Tax Advisory, Inc. and a member of the Institute of Business and Finance (IBF) and the Better Business Bureau.
As the advisor's assistant and paraplanner, Austin provides support for individual client needs and assists with yearly client reviews. Working closely with the advisor and financial firms, Austin handles case preparation for potential clients, new accounts, and client requests.
Austin has extensive experience as an administrative assistant and paraplanner in the financial services industry. Austin spent several years in Brooklyn, New York, working with and managing the lobby reception team at the headquarters of a large corporation, so he has acquired outstanding customer service training. He also enjoys spending part of each week volunteering in the Round Lake community.
Ashelie has been a part of the MLN team for over six years, serving in the role of office manager. Ashelie oversees all day-to-day operations in our administrative office and manages all appointments held at both office locations. Ashelie coordinates all educational workshops and client appreciation events as well as represents MLN Retirement Planning, Inc. in various community and charitable events. Other duties include facilitating client service requests for Michael Niemczyk and assuring efficiency and productivity within the office.
Ashelie has a background in banking, software administration, marketing and customer service.
Licensed Financial Professional
Kristy handles client requests, preparation for our client reviews, new accounts and outstanding client requests to make sure they are taken care of in a timely matter. She also assists with the day-to-day operations in our administrative office.
As part of our back-office team, Larisa assists with various client-service items to be sure they are taken care of in a timely manner. She also assists with the day-to-day operations in our administrative office.
Keith Baum, EA
Accounting, Taxation Advisor & Representation
A University of Illinois graduate with a degree in accountancy, Keith has spent the past 11 years working in various fields of accounting. Although he has experience in auditing and compilation work, his passion and highest qualifications are in the field of taxation. After working in the tax return preparation business for six years, he passed the IRS Special Enrollment examination on the first try, designating him as an Enrolled Agent (EA). EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. Most recently, Keith received the highest distinction available in his field, NTPI (National Tax Practice Institute) Fellow. This designation places him in a unique class of professionals qualified to defend taxpayers’ rights in IRS audits and collections as well as to offer superior tax advisory and preparation services.
Estate Planning Attorney
Paul has 36 years of estate planning and litigation experience. He can help with all matters of estate planning, including how to execute wills, powers of attorney, and revocable and irrevocable trusts, as well as how to avoid probate and estate tax or act as an executor.
Life Insurance Specialist
Brenden has become one of the most preeminent case design consultants in the country. In 2015, he was recognized nationally as one of LifeHealthPro's "30 Under 30" with his expertise within the life insurance and long-term care industry. Brenden sits atop several carrier product panels and continues to help insurance companies develop products and solutions for the future.
CFA, Portfolio Design/Open Architecture Design
Mark leads the firm’s investment policy framework and portfolio construction methodology. He oversees the portfolio strategy team that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies.
Mark Perkins assists MLN Retirement Planning in the areas of estate planning and business succession planning. He has extensive advanced training as an estate planning counselor and therefore uses the most sophisticated techniques in the estate planning field. These techniques include living trusts, dynasty trusts, living wills, power of attorney documents, irrevocable life insurance trusts, charitable remainder trusts, minor trusts, qualified personal residence trusts, family limited partnerships and family foundations.
Director of Precious Metals
Donald has worked exclusively in the rare coin and tangible asset markets since graduating from the University of Massachusetts. Working with financial professionals, estate planning attorneys and nonprofit organizations since 1981, Don has been a frequent and popular guest speaker discussing tangible asset investments on numerous radio and television shows in both the United States and Canada. A published author and contributor to Life Insurance Selling Magazine, Don has also opened markets for the placement of investment quality numismatic and precious metals portfolios in the United States, Canada and Saudi Arabia. Don is a frequent invited guest speaker at numerous financial educational forums.
Tax-Free Income Specialist
David McKnight graduated from Brigham Young University with honors in 1997. For the last 17 years, he has helped hundreds of clients pursue a tax-free retirement. David is a sought-after author, speaker and innovator.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 844-801-1860 today!
Advisory services offered through Michael Niemczyk & Associates, Inc., a State Registered Investment Advisor. By contacting us, you may be offered information regarding the purchase of insurance and investment products.
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