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Life isn't waiting, why are you?

Most advisors use the same process and solutions for all their clients.

We believe that each client faces unique challenges, and we cater our approach to meet those needs.

Foundational Planning
This isn't the same world our parents and grandparents grew up in --- let's help overcome these new unique challenges together
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Generational Planning
Mortgages, investments, college savings, career moves, aging parents, and retirement planning — all at once.
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Retirement Planning
Congratulations, now the real challenge begins! Luckily, you don’t have to go at it alone…
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Business Planning
Running a business is both a privilege and a heavy responsibility. We exist to make sure your business rewards that commitment.
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Who We Are

The Mill Financial Partners leverages technology to drive financial education and an extraordinary client experience that can help make a life-changing impact on our clients throughout the nation.

By collaborating with our clients, we are able to guide them towards realizing where they currently are financially, and help them paint a clear picture of what they want to accomplish in life by clarifying the possessions they want to purchase, the activities they want to experience, and the destinations they want to travel to.

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Most importantly we help our clients implement and execute customized strategies in efforts to bridge the gap from the life they are currently living to the unlived life within them.

We have created a personable process adaptable for each client’s needs, wants, and communication styles, that focuses on creating and transferring multi-generational wealth.

By working with multiple generations within a family, we open lines of communication to help optimize efficiencies to ensure our clients dreams become reality and legacies reflect their values.

Comprehensive
Financial Planning
The Steps

Our Unique 3 Phase Process

Saga builds with a quality and precision that honors architectural vision, delivers exceptional execution, and outstanding client services.

01

Phase 1: EDUCATE
We will not only help you better understand what you currently have, but also examine everything that is available to you in order to ensure your dollars are working as efficiently as possible.

02

Phase 2: EMPOWER
We want to empower you to make decisions with confidence. It’s not enough to have a good financial plan, you must understand the “why” and trust that the strategies will help you get to your destination.

03

Phase 3: EXECUTE
Once your plan is in place, we are here to help you execute that plan. Whether you work with us or other professionals, we are here to guide you every step of the way.
The 3 Phases further break down into 6 steps:
1. Discovery & Onboarding
Understand your unique goals and objectives, explore possible synergies, and Establish an alignment of values.
2. Cashflow Management
Examine how and when money is coming in, and where it is going out to. 　
3. Risk Management
It’s often said that the best offense is good defense. That can certainly be true in your financial plan as well.
1. Discovery & Onboarding
Understand your unique goals and objectives, explore possible synergies, and Establish an alignment of values.
2. Cashflow Management
Examine how and when money is coming in, and where it is going out to. 　
4. Debt & Leverage
While we want to eliminate toxic debt, we also want to understand that debt is a financial tool that we can leverage to help build wealth.
5. Investments
From old 401ks to new brokerage accounts, we want to make sure that every single dollar is working towards accomplishing your goals.
6. Plan Delivery
Thoroughly explain your options and help you determine which strategies to implement.* 　 　 　
3. Risk Management
It’s often said that the best offense is good defense. That can certainly be true in your financial plan as well.
4. Debt & Leverage
While we want to eliminate toxic debt, we also want to understand that debt is a financial tool that we can leverage to help build wealth.
5. Investments
From old 401ks to new brokerage accounts, we want to make sure that every single dollar is working towards accomplishing your goals.
6. Plan Delivery
Thoroughly explain your options and help you determine which strategies to implement.* 　 　 　

Our Why

This is our "why"; what's yours?
  • So you can live to the fullest

    While a sound financial plan certainly helps people reach their big life milestones, it can also manifest itself in the form of relieving stress in a relationship, allowing a family to spend more time with each other by staying on vacation one day longer, and/or finding extra dollars to donate to the church or charity of their choice.

  • So you can sleep better at night

    We believe that everyone possesses the power and the right to create and realize their fullest lives, and that a sound financial planning helps turn those dreams into reality. We work with our clients to customize their financial plan in a way that prepares them for future obstacles, while helping them gain momentum towards their unique wants and needs. Our goal is that our clients can sleep better at night knowing that they are protected from life’s unknowns, and wake up each morning with the optimism that their tomorrows will be better than their yesterdays.

  • So you can feel confident about your plan

    Everyone has a financial plan, the question is how accurate, comprehensive, and sound is it? A sound financial plan can act as a fire extinguisher to many issues that may arise, while ignoring financial planning might inflame these issues and add undo stress.

Questions & Answers

  • What are the cost of working with a financial advisor?

    When working with our clients we aim to customize the fee to fit their needs. In general we charge an up front fee for comprehensive financial planning that increases to the level of complexity of the individual or business. We also charge fees on any money we manage directly, with an eye on being fee conscious. The first strategy meeting is complimentary.

  • Who do we work with?

    We work with young professionals, growing family's, and people preparing for or already in retirement.

  • What kind of professions do we work with?

    We work with all types of professionals, but frequently find ourselves working with business owners, professionals (attorneys, CPAs, and doctors), sales people, and people in the tech industry.

  • Who oversees you from a compliance standpoint?

    Mass Mutual Investor Services is our broker dealer and oversees our firm from a compliance standpoint.

  • Are there firm minimums?

    No, we pride ourselves on being able to help a wide array of people, so we do not set firm minimums.

Click Here to View our Customer Relationship Summary

Wonderful experience!

"You should work with Alan Franks because he cares. He cares about your wellbeing. He cares about your family's wellbeing. He cares about your future probably as much, if not more than you do, and he's just a joy to work with."

STEVEN H.
Business Owner

Tremendous Value!

"I think the most important thing and the reason that I like Alan and his approach is that it's all about creating value for us and it's working with us to come up with what that unique value is for our insurance planning and risk management needs."

JIM S.
Manager

The testimonials offered are of select clients only and may not be representative of all client experiences.

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