Do you know that many financial professionals are limited in the products they can offer, limited in their experience, or divide their time between other business responsibilities? My practice is very different. I provide extensive industry and product knowledge. Typically, my clients are seeking excellent, personalized financial guidance and they are concerned about the unknowns in life, who to trust with their resources, and how to protect their hard-earned assets.
Paul Millhollin, Financial Advisor
We know that life is unfair and certain things are out of our control. However, by working alongside me, my clients are able to make a plan to help protect them against risk, be flexible, and prepare for whatever the future may bring. It is important to know that I listen to every client’s individual needs by getting to know you on a personal basis, so that I am able to have down-to-earth, frank conversations that put your best interests first. This allows us to create a personalized roadmap to give you confidence in the pursuit of your financial goals.
Come meet with a financial advisor that cares regardless of your financial situation or account size. Because any goal is an important goal when it belongs to you!
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding the economy's cycles can help put current business conditions in better perspective.
Do you know where the idea of “retirement” comes from?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The federal government requires deceased individuals to file a final income tax return.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?