This five step process is a model for presenting financial strategies and solutions, representing the most current approaches and techniques of financial planning.
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Our Focus
Our Strategic Vision at The Miller Financial Group is to help you make better decisions with your money to create a more favorable financial future for yourself, your family, and your business. Rob Miller, CFP® is the Founder and President of The Miller Financial Group. We are Independent Financial Advisors committed to being advocates for our clients.
Through our unique LifePlan Design Process™, we craft and implement comprehensive Financial Plans to help you grow and protect what you have, so you can use it for what you care most about. The Financial Plans we create provide direction and capability. A clear vision, backed by a definite plan provides confidence, control, and predictability.
One of our Core Values is creating Financial Plans you understand, and feel simplify your life. We begin with a conversation about your goals, dreams and concerns. Our Goal is to help you achieve your goals, by bringing clarity to the financial planning process.
Connect with us to schedule your complimentary consultation. You’ll find this meeting to be a real eye opener. In the interim, please continue browsing our website, and let us know how we can help you.
Optimizing Your Investments
We begin by helping you complete a personalized investment profile to help you see where you currently stand and to help you define your goals with a risk level you are comfortable with.
Retirement Accumulation Planning
Creating an ARC ‘Achieving Retirement Clarity’ Blueprint Financial Plan involves performing a detailed cash flow analysis which is then used to create a custom plan for achieving your retirement goals.
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Retirement Distribution Planning
Your RISK ‘Retirement Income Survival Kit’ Blueprint Financial Plan is designed to help you plan your income in retirement while simultaneously addressing the key risks associated with income distribution.
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Life, Disability and LTC Planning
Insurance can be used to protect those you care most about so that they have adequate resources when they need them the most.
The Retirement Conversation
It’s time to let go of preconceptions about retirement and see it in a new light. Imagine how retirement years can be a time where mind, body, and spirit thrive.
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