Our Philosophy

When your assets are at stake, discretion, trust, and reliability are a priority.  Steve Mills works independently and is not influenced by any obligations to banks or other financial service providers.  He helps define your financial goals and finds solutions to address those goals.  His decisions to invest your money are based on what is best for you and your situation — evaluating the impact of every decision on your specific goals. Here is a summary of the basis of his work:

• Integrity
  Although the financial services industry is subject to change, the principles on which
  Steve Mills has founded his business have remained steadfast.  He remains committed to the simple tenet that your best interests must always take precedence in all decisions.

• Professionalism
  Steve continually strives to be a better financial practitioner through relentless learning and application in order to maintain a high level of competence in his respective areas of expertise.

• Independence
  As an independent retirement and investment consultant, Steve Mills can provide truly unbiased, independent advice with no proprietary products to offer.  He acts independently from banks and other financial service providers. The only courses of action he will pursue are ones that are well-suited to the individual goals of his clients.

• Personal service and support
  Individualized service and support of his clients are of paramount importance to Steve. He is committed to providing the comprehensive service that you deserve to navigate today's increasingly complicated financial world.  A number of recent surveys show that a large majority of investors are unhappy with their current financial advisor, and two primary reasons are lack of contact and he/she is difficult to reach. You can look forward to Steve staying in touch with you on a regular basis, whether it be by phone, personal meetings, or email, and he is easily reachable by phone to answer any questions you have.

   

Get to Know Us Personally

Ready to discuss the key components of your financial strategy?  Give us a call at 970-257-9287.

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Securities offered through Southeast Investments, N.C., Inc., Member FINRA/SIPC

OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217

Phone: 800-828-1295 or 704-527-7873