Mills Financial Planning,Inc.
Creating a Financial Plan for Financial Freedom
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
About
Mills Financial Planning, Inc. provides personalized financial planning, investment management, and college savings strategies to help clients meet their financial goals. With over 30 years of experience, our certified financial planner, Brian T.
Mills, CFP®, offers tailored advice to individuals and families, focusing on wealth accumulation, education planning, family legacy, and retirement planning. Our services include custom financial plans, investment strategies, and college savings solutions, all designed to align with clients' unique circumstances and aspirations.
Services
Financial Planning
A custom financial plan serves as a framework for organizing the pieces of your financial picture. With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them.
Investment Management
As your Financial Representative, our goal is to understand your financial circumstances and create a customized investment strategy to help you achieve your desired objectives.
Saving for College
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.
