Kyle L. Miller, Founder/Investment Adviser Representative
My mission is to provide my clients with the financial instruments that should increase their probability of success for attaining their life goals. This begins with developing their goals and the fundamental disciplines for seeking growth and protecting against risks that may delay or prevent those objectives. I believe it is imperative to review these goals and objectives annually, increasing the probabilities for achievement by being proactive in our planning, not reactive.
As a Branch Manager and Investment Adviser Representative of an independent broker dealer I have the advantage of offering the investment vehicles that can help you pursue your goals without conflicts of interest. I do not offer any proprietary products or recommend any investments that provide me with extra benefit. I do not have any investment banking relationships that could or would coerce me to do any differently than provide you with the best opportunity to achieve financial success.
It is my goal to provide my clients with clarity of their strategies and transparency of the fees involved in my services to them. Throughout my 17 years in business I have witnessed that firms have creatively increased client fees and "double dip" client accounts by charging commissions as well. This extra cost can be enough of a drag on returns to prevent your accounts from providing you with the ability to fund your goals. My promise to you is to provide you with the most efficient and effective tools that will best enable you to fulfill your dreams.
Please explore the resources we've provided to learn more about our philosophies and some of the best strategies to help you on your journey.
Kyle L. Miller
Founder/Investment Adviser Representative
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Currency has been around for a long time. Here’s a quick history lesson.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A collection of tips from professional travelers.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a quick guide to checking to see if you have unclaimed money.
Women must be ready to spend, on average, more years in retirement than men.
There’s an alarming difference between perception and reality for current and future retirees.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.