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!
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Social Security: Maximizing Your Social Security Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There’s a link between debt and stress.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here are five facts about Social Security that are important to keep in mind.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
A quick history of the Federal Reserve and overview of what it does.
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.