Financial Planning | Southern Maine Credit Union - Trademark FCU
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Financial Planning

Financial Independence begins with A PLAN

Looking for a little guidance on how to make the right financial decisions for you? Talk to Alex at Baystate Financial!

From the beginning, Alex becomes your personal guide and resource. In order to fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position.

From there, he will help identify a broad range of financial products and services to complement your personalized approach. Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals.

Alex goes to great lengths to deliver the personalized attention and accessibility his clients have come to expect. He realizes your financial strategy is more than managing money, it’s providing the guidance, insight, results and service you need to help secure your financial future.

Click here to reach out to Alex today.

ABOUT ALEX

When I was young, my grandfather would always say, “The best time to plant a tree was 20 years ago, but the second-best time is today.” The lessons he and my father taught me over the years instilled in me a mindset and a passion for educating others. The old saying “an ounce of prevention is worth a pound of cure” is true in financial preparation as well. My clients want a coach who can help them sort through the abundance of information available today while teaching them how to achieve their goals.

As a father, I think a lot about the future of my two sons and want our financial resources to be a positive influence. As a husband, I want the security of knowing that my wife will be financially secure if the unexpected ever happens to me. My clients feel the same way. That’s why I help families to save more, grow what they’ve saved, protect what they’ve grown, and efficiently transfer their wealth to the next generation. I want my clients to live the life they love.

Over the last several years, while building my practice, I have felt the struggles and the pride of creating something of value. I focus on helping business owners with financial strategies to get the most out of their business while helping to minimize their risk. When you decide to work with our practice, we start by understanding what is most important to you. Then our established process is used to build personalized strategies that fit your needs to help you achieve your financial goals. Lastly, we collaborate with you to help keep you on track. When I meet with clients, I want them to leave feeling understood, informed, in control, and secure, and to have confidence in their financial future, so they can focus on enjoying what is important to them today. Outside of this important work, you can find me playing music, reading a good book, coaching the South Portland High School Marching Band, or volunteering with the Maine Alzheimer’s Association. Most often, I’m with my family: at the playground, enjoying the Maine outdoors, playing hockey, and being the best father and husband I can be.

Alexander Mills is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 200 Claren-don Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202410-1133418. Investment advisory services are offered through MML Investors Services, LLC. Member SIPC. MML Investor Services and the credit union are separate entities and are not affiliated, and when you buy or sell investment products through MML Investor Services, you are doing business with MML Investment Services, not Trademark Federal Credit Union. Products and services provided through MML Investor Services are not insured by the NCUA or any other agency of the United States, are not obligations or deposits of the credit union, nor are they guaranteed by the credit union. These products are subject to investment risks, including the possible loss of the principal amount invested.

Not NCUA/NCUSIF/FDIC insured. Not guaranteed by the Credit Union. Not a deposit or obligation of the credit union. May lose value.