Kevin G Mills
Financial Consultant Mills & Associates Financial Group @World Financial Group (WFG)
Signup · Get unlimited contacts
WORK HISTORY
Financial Consultant Mills & Associates Financial Group @World Financial Group (WFG)
Atlanta, GA, US
Providing personalized financial planning services to businesses and individuals. Our mission is to provide quality financial education information to help people achieve their life goals and position them for a brighter financial future. We employ a holistic vision which examines all aspects of our clients\' profiles, analyzing their various simple to complex situations while tailoring recommendations according to their specific needs. Upon implementation, we become an integral part of people’s lives via reviews and re-evaluating financial plans through their different life stages: accumulation, retirement, and wealth transfer.
EDUCATION
University of the District of Columbia
Bachelor of Arts (B.A.), Political Science
Project Management Institute - IITA
Project Management, Project Management
ABOUT KEVIN G MILLS
Our firm works with small businesses and families about the importance of Financial Literacy (understanding how money really works in your life). Small businesses need business coverages including benefits like life & health insurance, retirement plans and especially key coverages for owners and/or managers. Families need adequate protection to assure monies for the family\'s financial future. Upon covering those basics, we can go to next level investment options and how they impact life and/or business goals. • financial planning and estate planning (wills, trusts) • strategies to better manage cashflow, debts, building wealth and family/business legacies • retirement planning and how 401(k), 403(b) and pension rollovers work • the merits of a ROTH IRA and other tax advantages strategies • creative ways to save for college
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.