What We Do Best
We Provide High-Touch Service for All of Our Client's Financial Needs

Our highly trained and friendly staff will be with you every step of the way in helping you:
  • Rollover your 401K

  • Open a Traditional IRA

  • Open a Roth IRA

  • Special Needs Planning 

  • Open a 529 College Savings Plan

  • Apply tax reduction strategies

  • Save for retirement using mutual funds, ETF's, individual stocks and bonds

  • Run a Retirement Analyzer

  • Run a College Costs Analyzer

  • Make decisions on when to take Social Security

  • Prepare a cash flow statement, personal balance sheet, and financial plan

  • Protect your family with life insurance

  • Protect your principle with a fixed or indexed annuity

  • Protect your retirement income with a variable annuity

  • Prepare for wealth transfer

    .. and many other services and products to help you provide for yourself and your loved ones.

 

We Make Complex and Confusing Things Simple and Understandable

Albert Einstein said that things should be "made as simple as possible, but not simpler."  We help our clients to see the investment world in an easy to understand way, which allows us to make recommendations that fit their goals.

 

We Help Our Clients Apply Wisdom Principles That Have Helped People Throughout the Centuries Provide For Themselves and Their Loved Ones

I have heard wisdom described as the ability to use the best means to achieve the best ends. Our wisdom principles come from many well known sources, including: King Solomon, the Lord Jesus, Plato, Aristotle, Benjamin Graham, Warren Buffet, Peter Drucker, Albert Einstein, and other wise people throughout history.  When asking our clients what is important about money to them, they answer most often, "providing for myself and my family."  We believe that applying time-tested wisdom to your financial situation can help you reach your goals and provide for you and your family.



 
 
 
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
David O. McMillin is a Registered Representatives offering securities through American Portfolios Financial Services, Inc. (APFS), Member: FINRA, SIPC. Investment Advisory Services offered through American Portfolios Advisors (APA), a SEC Registered Investment Advisor. Hopper-McMillin is not affiliated with APFS or APA. Neither Hopper-McMillin, APA, nor APFS provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AR, AZ, CA, CO, FL, GA, IN, KY, MI, MO, NC, NJ, NV, NY, OH, PA, SD, UT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.