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
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
This calculator shows how inflation over the years has impacted purchasing power.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Do your insurance needs stay the same when the nest empties?
There are ways to improve your physical fitness without denting your fiscal fitness.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding the economy's cycles can help put current business conditions in better perspective.
Learn about all the parts of Medicare with this informative and enjoyable article.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Savvy investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Bucket lists don’t have to be for tomorrow.
Here’s a quick guide to checking to see if you have unclaimed money.