Areas of Practice

Retirement Planning

What do you think of when you hear the word “retirement?” The first thing that I think of is “income.” This is the puzzle piece of your financial plan that deals with determining your income needs in retirement and the best ways to achieve those goals. In addition to income, other topics need to be addressed as well such as: equity vs. fixed income vs. cash, retirement accounts vs. non retirement accounts, active vs. passive.

I believe investment planning is a vital piece of your financial puzzle. Everyone’s journey looks different and we have solutions for your unique situation. Taking a deep dive into your risk tolerance is a good place to start. Also, looking at your cash flow and whether or not you are utilizing your money in the best way possible. At Miller Wealth Partners, we also believe education is important. We will never suggest an investment product without educating you on it first.

We have chosen to partner with Blueprint Investment Partners. Blueprint uses trends, mathematical principles, and objective reasoning to take the emotional aspect out of the equation. Learn more about them on under the Team section.

Investment Planning

Not only are we fee conscious at Miller Wealth Partners, we are tax conscious. What does that mean exactly? It means whether you are an individual or business I am always implementing ways to manage your taxes. It’s important to look at your entire financial portfolio and observe how each part is working together. From there, we can focus on strategies to reduce your taxes. I have experience with tax-friendly alternative investments, retirement account analysis, and business write-off solutions. Again, every client is different so it’s not a one size fits all approach, especially when we are talking about tax reduction.

Tax Planning

Insurance Planning

The most important asset to protect is yourself, whether it be in the form of disability, life, or long-term care insurance. Miller Wealth Partners is able to help you in all those areas. It’s important to determine which risks you need to protect in your life. I believe your journey is specific to you! This is a part of your financial plan that should not be forgotten. There are numerous ways to calculate insurance needs. I take the time to sit down and look at what makes the most sense in your situation.

Estate Planning

It’s important to plan for the unknown and protect and preserve your assets while you are alive as well as beyond the grave. It’s also vital for your wishes to be honored. This includes, Wills, Trusts, and Power of Attorneys. Another important thing to remember is to designate beneficiaries on your investment accounts.

I can also help you with a donor-advised fund if you want to pass on your wealth and leave a legacy, while receiving tax benefits. Whatever your wishes may be, I am here to assist you.

Behavioral Finance

Behavioral Finance is how our brain views and makes choices when it comes to money. It is a blend of finance, economics, and psychology. I believe the first step in taking control of your financial future is to self-reflect on how you manage and make decisions. Money beliefs can come from numerous places including your families, friends, and/or the news. Behavioral finance plays a role in how in how you spend, save, and invest.

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.” -Benjamin Graham, Economist