Miller Financial Group serves as your trusted partner, seeking to understand your needs and provide you with objective advice and comprehensive strategies. We take great pride in our professionalism and integrity, which have helped us earn the long-term trust and appreciation of the individuals and families we proudly serve. To learn more about the Five Pillars click here.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are common mistakes you can avoid when saving for retirement.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.