Megan P. Mills, CFP<sup>&reg;</sup> - Financial Advisor

Megan P. Mills, CFP®

Financial Planner

Forward Financial

PO Box 314
Georgetown, TX 78627-0314
FINANCIAL ADVISOR'S WEBSITE
(512) 985-9016 CONNECT WITH Megan
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General

Megan Mills is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forward Financial in Georgetown, TX and the surrounding communities.

Financial Advisor Overview

Megan Mills is a CERTIFIED FINANCIAL PLANNER ™ practitioner who is passionate about helping individuals and families achieve their financial goals. With a strong educational background and years of experience in the field, Megan is committed to providing financial guidance and building lasting relationships with her clients.

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Financial Advisor Experience

Megan earned her Master of Business Administration (MBA) from Texas State University in 2016, equipping her with a solid foundation in finance and business management. While pursuing her MBA, Megan dove into the world of personal finance to educate herself but soon realized the information she learned could be paired well with her passion for helping others. Her journey in the world of financial planning began in 2017, and since then, she has been assisting clients in navigating the complexities of personal finance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL, MI, MO, NM, SC, TX
  • Health/disability insurance: FL, MI, MO, NM, SC, TX
  • Fixed annuities: FL, MI, MO, NM, SC, TX
  • Variable annuities: FL, MI, MO, NM, SC, TX

Broker-Dealer Affiliation

Lincoln Financial Network

Broker-Dealer Disclaimer

Megan P. Mills is a registered representative offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Forward Financial is not an affiliate of Lincoln Financial Securities Corporation.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources