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EP #269: Money Wizardry: From Numbers Kid to Investment Guru- Jacob Millican's Journey With 9M Investments LLC
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What makes Jacob Millican with 9M Investments LLC a good neighbor?
Wondering if you're on the right financial path? Jacob Millican of 9M Investments LLC believes that your journey to financial security should be as unique as you are. After more than two decades in the investment industry and eight years running his own firm, Jacob has developed a refreshingly personalized approach to financial advising.
"Everybody's a little bit different on how they view the world, and what their goals are, and the things that they really value," Jacob explains. This philosophy stands in stark contrast to the cookie-cutter solutions often found elsewhere. His clients range from young professionals just starting their financial journey to retirees converting savings into sustainable income, but they share a common thread – they've reached a turning point where financial clarity becomes essential.
The conversation explores a critical misconception about investment advisors: that they're all the same. Jacob emphasizes that finding someone who genuinely understands your goals and whom you trust implicitly is just as important as the technical aspects of financial planning. This human element of advising – building relationships based on understanding and trust – is central to his practice at 9M Investments.
Jacob's personal journey includes taking a leap of faith to establish his own firm after working for some of the industry's giants. This experience mirrors what he helps clients do: assess where they stand financially, envision their desired future, and build a customized bridge between those points. Through his website and social media presence, he maintains an educational approach, sharing valuable insights that help people make informed decisions about their financial futures.
Ready to discover if your financial strategy truly aligns with your life goals? Connect with Jacob at 9minvestmentsllc.com to explore how a customized approach might transform your financial future.
To learn more about 9M Investments LLC go to:
9M Investments LLC
817-680-7942
Chapters
1. Introducing Jacob Milliken (00:00:00)
2. Two Decades in Investment Advising (00:01:13)
3. Common Myths About Investment Advisors (00:01:57)
4. Client Profiles and Path Adjustments (00:03:26)
5. Starting His Own Business (00:05:20)
6. Customized Investment Approach (00:06:19)
7. Where to Connect With 9M (00:07:42)
230 episodes
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