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
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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Four vacation destinations you might never have thought of.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
As our nation ages, many Americans are turning their attention to caring for aging parents.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A letter of instruction provides additional and more personal information regarding your estate.
Here are five facts about Social Security that are important to keep in mind.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.