Miller Advisors Wealth Management-Personal Finance Advice-Retirement Planning Services

Conservative and independent advice for your financial future
We offer a portfolio of services that connect all of the financial aspects of your life. Our client roadmap includes establishing your important financial goals, but more importantly we want to know about your passions, your dreams and how you view money. That way, we can craft a financial plan that is as individual as you. Our wealth management services include:

Investment Management

Diversification and asset allocation strategy and development
Investment policy statement preparation
Selection and oversight of money managers
Quarterly reports and annual in-person reviews
Tax-efficient investing
Regular asset rebalancing of personal and retirement assets

Strategic Planning

Goals identification
Consultation on life changes that affect your assets
Current cash flow management
Long-term cash flow management
Severance package analysis and review
Education funding analysis for children and grandchildren
Plan for charitable giving
Post-divorce planning
Pre-nuptial and cohabitation agreement consulting

Advisor Coordination

Employment versus future consulting contracts
Legal, tax and insurance advisors coordination
Employer-sponsored retirement plan and pension tracking
One-stop record keeping

Legacy Planning

Wealth transfer strategies
Estate planning from creating the plan all the way through the probate
Beneficiaries review
Business transfers
Insurance review and analysis

Client Education Programs

Quarterly newsletter
Topical e-mails
Opportunities to network with those who have similar interests
Regular seminars on topics such as how to educate your children about money

Divorce Planning

Lifestyle, budgeting and cash flow analysis
Financial organization and portfolio review
Expert testimony at trial or mediation
Post-divorce financial planning
For more information, visit www.fairsharedivorce.com

Call us to learn more about our comprehensive wealth management services.

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Why work with an investment manager?
A qualified financial advisor can determine your financial needs, establish long-term goals, assess your risk tolerance, and suggest the investments that match your objectives.

Read more about the benefits of working with a Certified Financial Planner™ and investment manager.

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.