Broker Check

Jim Mills-Winkler

CMFC

Financial Advisor

(562)248-5003 x101

3900 Kilroy Airport Way
Suite 270
Long Beach CA 90806

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

WealthLink

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

Learn about the WealthLink Site

Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn More

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

Questions? Let's connect.

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