According to the Prudential 2018 Survey of Retirement Preparedness, when pre-retirees were asked their level of retirement preparedness, they give themselves an average grade of “C”. Approximately 40% added that they are “not at all sure” how much income they will need each month in retirement and astonishingly, 25% of
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.