Our philosophy in best summarized in the simple phrase, “Money is only as valuable as the dreams it helps you realize."
This is not to say that money management isn’t important. Money invested wisely is the avenue to living out your dreams and we are experienced money managers, providing advice as fiduciaries. However, money and the proper allocation and use of it must be considered in context of your entire financial life. Aspects such as risk, spending, saving, estate planning, appropriate beneficiary designation, tax planning, etc. need to be considered and planned. Once a client, we take you through a systematic process to discuss and plan these and other critical aspects of your financial life.
We are Financial Life Planners, focused on understanding you and your unique situation and needs. We listen to learn where things are today and what you want tomorrow to look like. We do "dream planning" from the very beginning and from there, help you fill in the details.
We specialize in working with those that see value in taking a comprehensive, life planning approach with their finances. Our independent, fee-based, fiduciary approach allows us to be objective and put your needs first. We succeed when you reach your goals.
Miller Financial does not provide tax or legal advice.