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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Healthy habits are one of the greatest gifts to give your child.
Lifestyle considerations in creating your retirement portfolio.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate