Phillip  Mills,  CFP<sup>&reg;</sup> - Financial Advisor

Phillip Mills, CFP®

AEP®, EA

Flying Forward Wealth Management

309 Water St, Ste 115
Boerne, TX 78006-2866
FINANCIAL ADVISOR'S WEBSITE
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General

Phillip Mills is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Flying Forward Wealth Management in Boerne, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter (CLU®) Enrolled Agent (EA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Irregular Income, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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