Stephen Nelson's Linkedin Analytics

Most financial planning is built for employees: ❌ Save in your 401k all your life and retire one day ❌ Automated savings plan ❌ Save, save, save, then retire This is nothing like what life is for business owners. ✅ A 401k isn't helpful when you need to make payroll ✅ Your income is highly variable ✅ You may never want to even retire In 2018 I moved my small family of 4 across the country to pursue a dream that just felt right - away from all of our family and friends. At the time I'd been a financial advisor for 6 years and a CFP® for about a year. I'd had success, but something was missing - something felt off. I didn't feel like I was reaching my full potential where I was and a deep down I knew that a change of scenery would be good for me. I started a nationwide search to find a firm that I could partner with and focus on helping business owners solve their unique financial problems without restrictions. I quickly found Mills Wealth and it was a perfect match for my Entreprenueral Spirit and their philosophies and beliefs matched mine. I'm a problem solver at heart - I love fixing things (although my wife doesn't love that lol) Mills Wealth has given me the opportunity to build creative ways to help clients. An opportunity to build real outside the box solutions that solve real problems that my clients have unlike any other firm I've been around. Since the move, we've had 2 more kids and our family is loving life in Texas.