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Our Services

Tailored Solutions

Mills Investment Planning is an investment and financial services firm committed to helping individuals and businesses pursue their financial goals. Whether you are a new parent looking to set up a college fund and establish financial protection for your family, an established investor looking for robust investment advice, a business owner seeking retirement plan solutions for your employees, or ready to enjoy a stress-free retirement, we offer a wide range of financial products and services matched to your specific financial journey.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Fixed Annuities

Financial Planning

Retirement Plans

Tax Management

401(k) Planning

403(b) Planning

College Plans

Estate Conservation

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. Available in Minot and Dickinson by appointment.

spencer@berthelrep.com   |  701-530-0179