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!
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Understanding how a stock works is key to understanding your investments.
Understanding how capital gains are taxed may help you refine your investment strategies.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
In the face of divorce, making changes to insurance coverage may be overlooked.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?