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Mills Mccaghren & Associates
At Mills, McCaghren & Associates, we believe in an educational approach, and are here for you. Mills, McCaghren & Associates serves Abilene, Texas and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health.
Mills, McCaghren & Associates provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Mills, McCaghren & Associates is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
Making strong commitments to our clients and building lifelong relationships are tenets of success at Mills, McCaghren & Associates.
RETIREMENT STRATEGY & RISK
Our organization prides itself on providing retirement strategies to Abilene, Texas, and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Medicare
While there is no shortage of things to plan for in retirement, it’s critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard important documents in your life.
Social Security
We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.
We are not affiliated with, or endorsed by, the Social Security Administration or any other government agency.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Mills McCaghren & Associates, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.
New Generation Retirement
New Generation Retirement® is a holistic approach to retirement preparation consisting of a five-step system that we complete together.