1207 S. White Chapel Blvd. Suite 150
Southlake, TX 76092

P 817-416-7300

F 817-416-7307

Refinance Blog photo


Should You Refinance Your House Now?


Here is my financial tip of the month!  Make sure you check mortgage rates to see if you should be REFINANCING now!  Rates fell precipitously last year and then popped up.  Now they are giving you another chance to lock in these low rates before the economy rebounds.  A few weeks ago the Wall Street Journal noted that 1 in 4 homeowners could benefit from refinancing.  Since that article was published the Fed ...Read More

saving for college
Saving For College

A great article on facts about financial aid eligibility. Check it out HERE


...Read More

wealth advisors featured in forbes article
President Mike Mills of Mills Wealth Advisors featured in Forbes Article

We are honored to be quoted in Forbes about one of the innovative strategies we are using in our back office to increase transparency into our successful time-tested investment process.

The Core+ methodology™  uses academics, and the peer review process to filter and test the best ideas from academia. We then execute the best ideas that are consistent with our core beliefs of low ...Read More

Related Pages

Who We Are