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
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
When to start? Should I continue to work? How can I maximize my benefit?
Military families face unique challenges, making personal finance even more critical.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?