Services

At Miller Financial Services, we provide advisory services on:

Investments

  • Municipal Bonds
  • Corporate Bonds
  • Government Securities
  • Certificates of Deposit (CDs)
  • Common Stocks
  • Treasury Bills
  • Variable and Fixed Annuities

Types of Accounts

  • 529 College Savings
  • Brokerage Accounts
  • Trust Accounts
  • Roth IRAs
  • SEP IRAs
  • Traditional and Rollover IRAs
  • Simple IRAs
  • 401(k) Accounts
  • 401(a) and 403(a) Accounts
  • 403(b) Accounts
  • 457 Accounts

Retirement Plan Services

  • 3(38) Fiduciary Services
  • 3(21) Fiduciary Services
  • Plan Design and Implementation
  • Investment Policy Statements
  • Participant Education
  • Education of Plan Sponsor Committee
  • Benchmarking of Plan Services and Fees

Financial Planning

  • Retirement Planning
  • Discretionary Investment Management
  • Tax Planning
  • Estate Planning

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

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