Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Millard Beatty Associates, LLC., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a confident future. We provide impeccable client service to help manage tax efficiencies and preserve assets by utilizing numerous investment products and strategies, so we can help preserve our client’s lifestyle for a lifetime.
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Universal Life Insurance
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Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are common mistakes you can avoid when saving for retirement.
A look inside the U.S. government's statistics on household net worth.
When to start? Should I continue to work? How can I maximize my benefit?
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What if instead of buying that vacation home, you invested the money?
Making the most of surprises is a great reason to work with us.