Expert financial planning and retirement solutions tailored to your unique goals. We help individuals and businesses build secure, prosperous futures.
Start Your JourneyWe believe in personalized, comprehensive financial guidance that puts your goals first. Our proven methodology combines deep expertise with genuine care for your financial wellbeing.
We take a holistic view of your financial situation, considering all aspects of your wealth, retirement goals, and long-term objectives to create a complete strategy.
Every client is unique. We customize our recommendations to fit your specific circumstances, risk tolerance, and financial aspirations.
Your financial journey doesn't end with a plan. We provide continuous support, regular reviews, and adjustments as your life and goals evolve.
We believe in clear communication and honest advice. You'll always understand the reasoning behind our recommendations and the path forward.
Our team stays current with market trends, tax laws, and retirement regulations to provide you with informed, strategic guidance.
We always act in your best interest, putting your financial wellbeing ahead of everything else. That's our commitment to you.
See how we've helped clients achieve their financial goals through strategic planning and expert guidance.
Challenge: A growing manufacturing company needed to establish a competitive retirement plan to attract and retain talent while ensuring compliance and cost-effectiveness.
Solution: We designed and implemented a comprehensive 401(k) plan with a bundled record keeper model, providing streamlined administration and robust investment options tailored to the workforce.
Results: Successfully launched a $3.5M plan serving 26 participants with high employee satisfaction, improved retention rates, and simplified plan management for the business owner.
Challenge: A rapidly growing tech startup wanted to offer competitive benefits while managing administrative complexity during a period of rapid headcount growth.
Solution: Implemented a Safe Harbor 401(k) with automatic enrollment features and a curated investment lineup focused on low-cost index funds appealing to younger employees.
Results: Achieved 87% participation rate, exceeded industry benchmarks, and positioned the company as an employer of choice in a competitive market.
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Estimate how much you'll need to save for a comfortable retirement based on your current situation and goals.
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Coming SoonReady to take control of your financial future? Get in touch with our team today.
(817) 809-8099
stephen@millswealthadvisors.com
1207 S White Chapel Blvd
Ste 150
Southlake, TX 76092
Monday - Friday
9:00 AM - 5:00 PM