Financial planning
Uses seven planning areas to build strategies around client priorities
Miller Financial Group
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About Miller Financial Group
A financial advising firm serving urban and rural clients. Its work emphasizes medical professionals in rural communities, couples with retirement and tax questions, and rural businesses and professional firms. The firm uses seven areas of planning to shape strategies around clients' priorities. Services include collaborative wealth management, risk and insurance coverage assessments, tax planning with tax professionals, and legacy planning alongside estate planning professionals. It also develops retirement income strategies to help clients maintain their desired lifestyle and incorporates charitable giving into financial plans. Medical professionals can receive retirement guidance tailored to their needs and schedules. The team is led by a CERTIFIED FINANCIAL PLANNER Professional and includes an in-house tax and accounting professional. The website identifies the firm as Milestone Financial Group in its description of its history and team.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement guidance
Develops income strategies for clients' retirement lifestyles.
Tax and legacy planning
Coordinates tax strategies and estate planning support.
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