We have had a number of clients reach out recently about having more then $250,000 per depositor at their bank. One of the often forgot about ways to protect yourself is to use US Treasuries, since they are also backed by the US government similar to FDIC. Investors are always
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.