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Mills Financial Planning Inc.

Mills Financial Planning Inc.

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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.

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Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to help you save fast.

 

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Financial Planning

A custom financial plan serves as 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 pursue 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.

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Latest Blog Posts

How to Choose the Right Investment Advisor

Submitted by Mills Financial Planning Inc. on August 26th, 2020

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

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Planned Giving Goes Further

Submitted by Mills Financial Planning Inc. on November 22nd, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Planning for Long Term Care

Submitted by Mills Financial Planning Inc. on November 22nd, 2019
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Contact info

  •   5910 Wilcox Place Suite F, Dublin, Ohio 43016
  •   614-504-0402
  •   bmills@ceteraadvisors.com

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Investment Adviser Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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