I surprised a client the other day when we gave him some thoughts on his taxes. I’m not a CPA or EA and don’t claim to be, but as a CFP, I’ve learned a thing or two about taxes and I enjoy sharing what I know. After giving him our
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.