Investments & Insurance

Overview

Money means different things to all of us. At Miller Financial Design, we make it our priority to get to know you and your family as real people.

  • 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.
  • 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.