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John Mills, Enrolled Agent - Tax Planning
Investment Adviser Representative
OFFICE LOCATION
5555 Glenridge Connector
Suite 200
Atlanta, GA 30342
5555 Glenridge Connector
Suite 200
Atlanta, GA 30342
HOURS
By appointment and open Saturdays during tax season.
By appointment and open Saturdays during tax season.
Areas of Focus
- Pooled Employer Plan (PEP) implementation and evaluation
- 401(k) plan benchmarking and fiduciary review
- Employer retirement plan design and optimization
- Retirement plan cost and fee analysis
- Plan participation and employee engagement strategies
Interests & Community Participation
Member Rotary Club on Dunwoody
Member Dunwoody Baptist Church
Co-Chairman Dunwoody Country Club Senior Men's Prostate Cancer Fundraiser for Emory/Winship 2016-2917
Education
Graduated with BA degree in economics and accounting from University of North Carolina at Chapel Hill in 1978.
Graduated with BS in geophysics and reservoir engineering from University of Tulsa in 1984.
Associations
Member NATP (National Association of Tax Professionals)
Rotary Club of Dunwoody
Dunwoody Baptist Church
MARKETWATCH
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
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