Financial, Estate and Cash Flow Planning – “A Living Plan”

 

At The Miller Wealth Group, we provide personalized advice, utilizing a team of internal specialists, to help our clients find financial clarity within their unique wealth goals.

The best wealth management solution is always centered on you and your family—it’s about what you need, not about what we have to offer. And the best approach is with an integrated team that brings you and your family together with our wealth strategists and investment team, under the guidance of The Miller Wealth Group. Throughout your relationship with our firm, all parties will work closely to discover, guide, and ultimately deliver a holistic wealth strategy.

STEP 1

Organize and Visualize

•Review existing assets, liabilities and legal documents

•Understand unique circumstances

•Define multi-generational family strategy

•Clarify any significant expenses/purchases

STEP 2

Evaluate and Simplify

•Assess current situation in simple flowchart visual

•Discuss preliminary planning strategies

•Summarize estate plan issues

STEP 3

Collaborate and Implement

•Integrate investment and wealth transition processes

•Maximize the strategies’ effectiveness and tax efficiency

•Team with outside advisors to implement plan

•Consider updates as circumstances change