Services
The world of tax and finance is constantly evolving, MFG has the experience and expertise to keep up to this ever changing world. As the opportunity for profit grows, so does the complexity. Don’t try to navigate these complex matters alone, let MFG walk beside you on your financial journey through life. Navigating the complex regulations of the U.S. Tax Code can be challenging, and is best done with the help of a tax professional. Our tax team has over 15 years of experience working with clients to minimize tax liabilities and protect their investments from ever changing tax laws.
Our portfolio management team consists of only series 65 licensed investment representatives and fiduciaries, meaning we are required to invest according to your best interests. Our fees are structured so that we do better only as you do better.
Whether you run a theater, recording studio, or an eCommerce website, all businesses need to maximize their efficiency and invest their time in work that grows the business and the profits, not the busy work like bookkeeping and taxes. Our qualified professional accounting team will handle all your financial services, and provide regularly scheduled financial reports to your management.
Too many people have accepted that they will live their entire life with debt. We believe there is a better way, and though our debt counseling program we help clients transform their lives through financial coaching. The fastest way to building wealth is to eliminate debt from your life; let us show you how.
Do you have a student in the house in need of math or financial tutoring? Are you a college student looking for help with your classwork? Are you the parent of a high school student preparing for college that could benefit from learning some basic financial principles before starting adult life out on their own? Talk to us about scheduling a series of financial coaching sessions. Our lesson plans can be tailored to meet your specific learning objectives.
We value the relationship that we develop with all of our clients. We want you to consider us your go-to finance people. When the changes of life change your financial needs, we want you to say, “I have a person for that”. Mills Financial Group has a commitment to always act in the best interest of our clients.