About My Practice
SS&G Wealth Management specializes in personalized financial planning for retirement. We provide financial planning and related advice for our clients. Our clients' incomes range from modest to wealthy. We work with our clients to maximize current income and create long term capital appreciation. Prudent diversification of asset and long-term investment planning consistent with the clients stated objectives are emphasized. The financial planning advice typically provided to clients often includes more than investment advice. It might also include advice on income, gift and estate taxes, fringe benefit programs, evaluation of alternative forms of insurance, and the purchase, sale, or retention of other assets. Brian Mills provides one free consultation visit for interested consumers.
Providing investment advice since 1987. I have completed CFP designation to enhance financial planning knowledge. I am required to satisfy 30 hours of continuing education every two years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: IN, OH, Health/disability insurance: IN, OH, Fixed annuities: IN,OH,PA, Variable annuities: OH, PA,WV,KY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cetera Advisers LLC.
Securities and Advisory Services offered through Cetera Advisers LLC, member FINRA/SIPC. SS&G Wealth Management LLC is not affiliated with Cetera Advisers LLC.
Considerations: fee only is available
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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