Want to know more about our 5-Step Retirement Planning System?
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.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Take your first step on the road to retirement.
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.
Access your important information 24/7.
With the Generational Vault you will never waste your precious time on the ceremony of the safe deposit box again. Every time you log into the vault, you have immediate access to detailed financial information. You can view a snapshot of your financial picture, a simple-to-understand summary of all your financial accounts, detailed records of your assets, important financial reports and dynamic charts.
Incorporate the three hallmarks of our company – fiduciary, transparency and technology.
Together, we will traverse the five important steps in the New Generation Retirement Planning SystemTM. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
Our firm takes pride in providing comprehensive retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions. It’s the first step toward evaluating your finances using the most important criteria of all – your goals!
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.
Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*
There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you just that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!
Robert Mills, David McCaghren, Mills, McCaghren & Associates, Inc and Gradient Securities, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score.