I have always had a passion for saving, planning and investing. Raised by parents that were children during the Great Depression, I learned to be grateful for what I have while understanding the necessity to plan and prepare for the future. I have always been very goal focused and now love that I am able to work with others to help them obtain their financial goals. I have been a young investor, a business owner, a mother focused on college educations for her children and a daughter helping elderly parents navigate through retirement.
My life experience has set the stage for me to listen to the needs and desires of my clients and help them map out a strategy to reach their goals. Together, we construct portfolios tailored to their unique needs, implement solutions to protect their families and focus on legacy strategies. Having a CFP® designation helps me to partner with tax and legal professionals to help ensure complex needs are addressed.
While I love working with investors saving for retirement, the majority of my clients are living in retirement. It is a critical period in their lives where they are now living off the investments that they worked so hard to accumulate. It is vital we help manage their resources correctly and keep their retirement on track.
Christy, my branch office administrator, has worked in the financial and medical industry for years. She prides herself on building relationships and providing excellent customer service. I am grateful to have such a knowledgeable and qualified partner to help serve our clients.
I have been married for over 30 years to a wonderful man, Paul. We have three adult children. My son is an Edward Jones financial advisor in Scottsdale and my daughters are nurses. We enjoy family time, hiking and travel.
My focus is on helping clients prepare for retirement, live in retirement and prepare for leaving a legacy. I want to understand what is important to you. Let's talk.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Phone NumberMary S Millar at (928) 282-3366
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