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!
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?
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 are going mainstream for accredited investors. It’s critical to sort through the complexity.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Gaining a better understanding of municipal bonds makes more sense than ever.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
Women must be ready to spend, on average, more years in retirement than men.