Miller Advisors Financial Planning and Investment Management

Comprehensive Wealth Management Services

Strategic financial planning and investment management
We help each client prepare a customized roadmap that includes services, tasks and checklists. A two-year plan that is reviewed quarterly, the roadmap touches all areas of your financial life, and coordinates your third-party advisors as well. Here is a sample roadmap that we customize for each client's needs.

Year One

1Q - This Year

Prioritize Goals and Objectives

Insurance Review

Retirement Goals

Retirement Cash Flow Analysis

Roadmap Review

2Q - This Year

Review Existing Plans

Investment Review

Financial Needs Assessment

Cash Flow Planning

Long Term Care Goals

Roadmap Review

3Q - This Year

Estate Planning Goals

Charitable Planning

Review Child's Education Plan

Roadmap Review

Client Satisfaction Review

4Q - This Year

Tax Strategy Review

Investment Review

Cash Flow Planning

Asset Allocation Review

Portfolio Rebalancing

Roadmap Review

Year Two

1Q - Next Year

Goals & Situation Review

Annual Review

Retirement Planning

Review IRA Distribution Plan

Client Education: Diversification

Roadmap Review

2Q - Next Year

Investment Review

Financial Needs Assessment

Cash Flow Planning

Review Long Term Care Goals

Roadmap Review

3Q - Next Year

Estate Planning

Charitable Planning

Client Education: Int'l Investing

Roadmap Review

Client Satisfaction Review

4Q - Next Year

Tax Strategy Review

Investment Review

Cash Flow Planning

Asset Allocation Review

Portfolio Rebalancing

Roadmap Review

MILLER ADVISORS, INC. is a Registered Investment Adviser with the Securities and Exchange Commission and the Securities Division of the State of Washington. Miller Advisors offers Wealth Management, Personal Finance and Retirement Planning Services.