emPower on
Just as a mill transmits energy that lights the world,
we collaborate with our clients to create a sound financial plan that illuminates life.
emPower on
Just as a mill transmits energy that lights the world,
we collaborate with our clients to create a sound financial plan that illuminates life.
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.
Young Professionals
Budget before brunch! How can we live life to the fullest now while still saving for the future?
Growing Families
Expenses like daycare, braces, and college can make saving for the future a challenge. We are here to help!
Retirees
Congratulations, now the real challenge begins! Luckily, you don’t have to go at it alone…
Young Professionals
Budget before brunch! How can we live life to the fullest now while still saving for the future?
Growing Families
Expenses like daycare, braces, and college can make saving for the future a challenge. We are here to help!
Retirees
Congratulations, now the real challenge begins! Luckily, you don’t have to go at it alone…
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.
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.
What We Do
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.
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 where you want to go.
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.
Discovery & Onboarding
Understand your unique goals and objectives, explore possible synergies, and Establish an alignment of values.
Cashflow Management
Examine how and when money is coming in, and where it is going out to.
Risk Management
It’s often said that the best offense is good defense. That can certainly be true in your financial plan as well.
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.
Investments
From old 401ks to new brokerage accounts, we want to make sure that every single dollar is working in unison towards accomplishing your goals.
Plan Delivery
Thoroughly explain your options and help you determine which strategies to implement.*
*Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.
What We Do
Phase 1:
E D U C A T E
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.
Phase 2:
E M P O W E R
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
where you want to go.
Phase 3:
E X E C U T E
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.
*Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.
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.
What people say about us.
Here are some comments from our beloved clients
"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.
"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.
The testimonials offered are of select clients only and may not be representative of all client experiences.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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The Mill Financial Partners is not a subsidiary or an affiliate of MML Investor Services, LLC, or its affiliated companies. William (Alan) Franks is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC.
We are licensed to sell securities in AL, CA, CT, DC, FL, GA, HI, IL, MA, MI, NC, NJ, OR, SC, & VA. We are licensed to sell insurance in AL, CA Insurance license #0I83146 (Domiciled in GA), DC, FL, GA, HI, IL, IN, ME, MI, NC, NJ, SC, TN, TX, & VA.
Supervisory Office: 1050 Crown Pointe Parkway Suite 1800, Atlanta, GA 30338 Phone: 770.551.3400
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