Broker Check

Trademark FCU Alliance with Alexander Mills

Hi, I'm Alex!

Hi, I'm 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.

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.

Trademark Federal Credit Union Partnership

Baystate Financial and Trademark Federal Credit Union have formed a strategic alliance that allows Alexander Mills to provide financial products and services to Trademark members.

Alex is available to assist members from all Trademark FCU branch locations.

How Can I Help You?

Planning Services

We will work with you to design your personalized financial plan and to monitor your progress on an ongoing basis.  We collaborate, as desired, with family members, business partners and other financial professionals to ensure that all pieces come together in the most effective manner.  We work with you to implement your financial plan, recommending various strategies and a broad array of financial products for your consideration.

  • Financial Position Analysis
  • Cash-Flow Analysis
  • Wealth Management
  • Retirement Income Planning
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Protection Planning (through life and disability income insurance)
  • Legacy Planning
Schedule A Consultation

Investment Services

We begin by getting a clear understanding of your overall financial goals and your goals for each investment account.  We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account.  To implement your various investment strategies, we'll work with you to build appropriately diversified portfolios, with access to the following:

  • Individual Stocks and Bonds
  • Fee-based Managed Accounts
  • Mutual Funds and ETFs
  • Fee-Based Financial Planning Services
  • IRAs, Roth IRAs
  • 529 Plans
  • Fixed and Variable Annuities
  • Alternative Investments: various REIT & Energy offerings
Schedule A Consultation

Insurance Services

We discuss with you your general attitudes toward risk, underline various risks and review the numerous options to manage and / or mitigate these forms of risk.  We will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies.  We can offer access to the following solutions:

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Business Income Continuation, Succession and Estate Planning strategies
Schedule A Consultation

Employee Benefits

We provide a consultative review of all your employee benefits, looking to ensure that any benefits offered are fulfilling their intended purpose and are the most cost-effective available.  We can propose solutions in the following areas:

  • 401(k) Plans: Safe-Harbor, Cross-Tested and New Comparability Designs
  • 403(b) Plans
  • Profit-Sharing Plans
  • SEP IRAs
  • SIMPLE Plans
  • Executive Deferred Compensation Plans
  • Cash Balance Plans:  integrated design with Defined Contribution Plans
  • Group Insurance
  • Health and Dental Care
  • Life Insurance
  • Short Term and Long Term Disability Income coverage
  • Long Term Care insurance
Schedule A Consultation

College Savings Plans

One financial goal that most parents share is a college education for their children. With college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today.

  • 529 Savings Plan
  • Coverdell Education Savings Account
  • Tax-Deferred Plans  
Schedule A Consultation

Financial planning services are offered only through approved Financial Planners of MML Investors Services, LLC.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

Neither MML Investors Services, LLC/Baystate Financial/Trademark FCU/ nor any of their affiliates, employees or representatives provide specific tax or legal advice. Please consult your tax advisor or attorney for such guidance. Each firm is solely responsible for their products and services and Trademark FCU is not affiliated with MML Investors Services, LLC. The investment products sold through MML Investors Services, LLC/Baystate Financial are not guaranteed by Trademark FCU, may lose value and are not insured by the NCUA. These products are not obligations of Trademark FCU and are not endorsed nor guaranteed by Trademark FCU.

Securities offered through MML Investors Services, LLC. Members SIPC. Investment advisory services are offered through MML Investors Services, LLC and/or Baystate Wealth Management LLC, each a registered investment adviser. Baystate Financial and Baystate Wealth Management LLC are not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500.

Securities products and services offered are:

  • Not FDIC/NCUSIF Insured
  • Not insured by the NCUA
  • Not a bank deposit, bank obligation or guaranteed by the bank
  • Subject to investment risk, including potential principal loss
  • Not a Condition of Any Bank Service
  • Not a Deposit Product
  • No Bank/Credit Union/Affiliate Guarantee
  • No Guarantee of Insurance Underwriter Performance
  • May Lose Value
  • The bank cannot condition an extension of credit on the purchase of an annuity or insurance product from the bank itself or one of its affiliates. Trademark FCU is not a subsidiary or an affiliate of MML Investors Services, LLC or its affiliated companies.