How We Can Help You

Welcome to Miller Financial Group

“If you don't have time to do it right, when will you have time to do it over?”
—John Wooden, (1910-2010), Basketball Coach, UCLA

Planning

Think about the opportunities in your life. While a few may have found you, most were likely the result of your hard work, persistence and preparation. Financial opportunities are no different. Those who achieve and maintain financial independence tend to have one thing in common: a focus on disciplined, long-term planning.

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Preserving

Yet positioning yourself to capitalize on financial opportunities at each stage of your financial life is not an end point, it’s just the beginning. To help protect the wealth you have accumulated you need a viable strategy that focuses on managing risk in any market condition or economic cycle. That’s where an objective and independent guide with the experience to anticipate obstacles, help you overcome challenges and lead you and your family on the most important journey of your life can make a difference for you.

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Managing Your Wealth

At Miller Financial Group, we know a lot about weathering adverse market conditions. In fact, firm founder and principal, Jim Miller, began his career in 2000, at the height of the technology bubble. Eight years later, as the housing bubble burst, he was helping steer his clients through the worst recession this country had experienced in more than 80 years.

Jim understands the value of having a comprehensive plan in place that not only helps manage risk, but focuses on building income strategies aligned with your goals that can easily adapt to your evolving needs and changing market conditions.

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We Simplify the Complexities of Planning for Your Financial Future

Discover the many reasons our clients value the disciplined focus and highly personalized service they receive from Miller Financial Group. Contact Us to schedule a no-obligation consultation today.

Advantages of Independence Powered by LPL Financial

As an Independent Financial Services firm, Miller Financial Group focuses solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.

  • We have no obligations to investment product providers.
  • We have no cross-sell quotas or home-office directives that may keep us from giving objective advice.
  • We spend our time developing customized strategies for the unique challenges you face.

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996–2019, based on total revenue.

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