OUR HOLISTIC APPROACH

At Millard Beatty Associates, clients have shared with up their two top concerns: income and security. Our goals as Your Retirement Preservation Specialists are to not only create a custom-tailored portfolio that helps you secure a comfortable retirement, but to have in place a strategy to protect those assets once retirement arrives.

We offer what we like to call a “Mayo Clinic Approach.”  We believe there are far-reaching benefits to offering our clients the expertise of an entire team of specialists focused solely on best solving on each individual’s unique situation.  No one strategy fits everyone, which is why every client gets our undivided attention –from planning, to execution to regular financial check-ups. 

Working together, Roger Beatty and Bob Millard provide proactive solutions that integrate financial and insurance planning under the same roof. We invite you to discover the power of working with a team that is focused on delivering a customized solution that best converts your assets into income to assure you and your spouse never outlive your income.

We believe that the strength of our company is in our core values: honesty, integrity, family values and trust. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that contribute toward a confident future.

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