Individuals and Families
Building and preserving wealth takes time and commitment. Many of our clients have built wealth as business owners and real estate investors. Others have done it with regular savings, managing cash flows and a strategy to build their wealth. Whichever path our clients are comfortable with, we are there to:
Invest according to the client's goals, understand the job of each investment, use diversification to manage risk and adjust the portfolio when appropriate.
*There is no guarantee that a diversified portfolio will enhance overall returns or out-perform a non-diversified portfolio. Diversification does not protect against market risk.
Select a blend of investment categories base on client's goals...
and then allocate assets to those categories based on the client's time frame and risk tolerance.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against a loss.
Establishing a corporate retirement plan involves planning and organizing a variety of moving parts. Let us make the process seamless and streamlined for you and your employees.
From startup plans to established 401(k) plans looking for guidance, Miller Wealth Management is a partner in helping your business grow. We offer more than just an off the shelf 401(k) plan experience. We start our process by providing our clients with a comprehensive overview of analysis of their current company retirement plan and offer our sound opinion for what we feel is a suitable course of action. We compliment this analysis with a strategy to help both business owners and their employees pursue their financial goals.
What Is My Next Step?
1) Whether you are ready to meet a financial advisor early in life or a bit later, it is IMPORTANT to:
2) Schedule a Complimentary Explore and FIT Meeting
It's free! How can you say "no" to free? Together, we will explore whether your needs and goals are a fit for the services we provide. We understand: sometimes it's a match, sometimes it isn't. Sometimes, you're ready to move quickly. Other times, you need more time to think. We are not here to build up our numbers; we are here to build relationships and service your wealth management needs.
It's okay and you should ask. What are your fees? It depends, but generally we are compensated from 3 main ones:
Our site is filled with educational videos, articles, and slideshows designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
It's easy to let investments accumulate like old receipts in a junk drawer.