What MMA Offers

At Mills, McCaghren & Associates, we offer investment and insurance products. David McCaghren offers individual investment services as a Financial Advisor through Gradient Securities, LLC. We also offer individual insurance products as an independent agency.

David McCaghren:

  • Stocks
  • Bonds
  • Mutual Funds
  • IRA/Pension Plans
  • Money Market Funds
  • Variable Annuities
  • Life
  • Long-Term Care

Robert Mills:

  • CD Annuities
  • Fixed Index Annuities
  • Life
  • Health
  • Long-Term Care (LTC)
  • Cancer
  • Accident/Disability
  • Dental and Vision

Group Services

We also offer group health plans. As an independent agency, we are contracted with over 50 insurance companies. When enrolling or renewing a group plan, we look at the rates and benefits of each company we represent so that we are able to recommend the best plan for your group. In addition, we provide the following services to all of our groups:

Employee Benefits

  • Employee benefit orientation annually, or as often as needed
  • Group Enrollment
  • Administrative staff orientation; training to enroll new employees
  • Claims Help
  • Implementation of a Section 125 Cafeteria Plan, if requested, including supplemental employee insurance such as dental, vision, life, cancer, disability and accident insurance
  • Less expensive individual insurance offered to dependents and spouses of group employees
  • Medicare Supplement and Long-Term Care Insurance planning for employees approaching retirement

Retirement Investment Services

  • 401(k) Plans
  • SIMPLE IRA Plans
  • Retirement roll-over planning for employees approaching retirement