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!
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Here's a breakdown of how the federal government spends your tax money.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Even low inflation rates over an extended period of time can impact your finances in retirement.
However exciting retiring abroad may sound, it deserves considerable planning.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: right now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What if instead of buying that home, you invested that money?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Recent changes in estate tax laws could affect the strategy you have in place.