OUR SERVICES | Overview

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.

That is why, at Miller Financial Design, we make it our priority to get to know you and your family as real people. Not only do we want to provide you with the most complete course of action possible, but we simply enjoy working with and for people we like.

We understand that money is a difficult subject to discuss and that the choices you have to make about it can be overwhelming. That is why we take it as a point of honor that you allow us to help you manage it effectively.

While we offer a multitude of financial services, we prefer not to think that we only work to enhance your portfolio's bottom line. Rather, we work to enhance families' lives and help them pursue their dreams 
  • Before we work with you to design and implement a financial plan, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.

  • After we have assessed your needs and goals, we will suggest a mix of investment products and insurance to best serve you. We will work closely with your attorney and accountant to help you implement sound tax strategies and estate plans. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products and services than many bigger Wall Street firms.
     
  • After we implement your investment program and insurance choices, we will continue to monitor your investment performance and protection needs. We will consult with you regularly to ensure that the program continues to reflect your current circumstances and aims.

We think we have the best jobs in the world. We help families work toward the goals they cherish—and we love doing it.

Every day, there is yet another reward that keeps us coming back to work enthusiastically. Seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them. Hearing from them that they can sleep easier because they are not worrying so much about the future. Getting postcards from clients who are on their dream vacations and just wanted to say “thanks.”




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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,NV,OH,OR,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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