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Located inside the Union State Bank building
611 W Hwy 92
Winterset, IA  50273
(515)  462-3680
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Paul Millhollin, Financial Advisor

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.

 

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!

Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Social Security: What’s Changing in 2016?

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Inventorying Your Possessions

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All Muni Bonds Are Not Created Equal

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Errors and Omissions Insurance

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Required Reading: The Economic Report of the President

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Estate Management Checklist

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Disability Income

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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Protecting Those Who Matter Most

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Extended Care: A Patchwork of Possibilities

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

Emerging Market Opportunities

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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