Being Different Makes a Difference!
I founded Miller-Green Financial in 1983 and served at its Chief Executive from then until March 2014 when I resigned and formed Miller Wealth Advisors. During this period, I have helped hundreds, if not thousands of individuals and families with their financial planning and investments as part of their retirement planning.
As you spend time here with us, please keep in mind that our goal is to demonstrate how our practice and our process are different. Whether or not those differences make us a better choice is for you to decide.
Our Role
Financial independence provides the ability to do the things you want, when you want, with whom you want. One of the benefits of financial independence is retirement or knowing that you can retire, which is almost as good. Our role is to help you with the thought process related to your retirement planning and, working together, to implement those thoughts so that when you retire, you can stay retired.
Life is much like a book in that it is a series of chapters. Some are longer than others and some are more important than others, but all are required to tell the story.
Retirement is part of the book of life. It isn’t the end of the book; it’s just the start of a new chapter. The best part about this next chapter is that it’s perfect. It’s perfect because the pages are blank. You get to write them yourself, and if you like, we can help you with these pages just as we have helped hundreds of others do this before.
Experience Matters
We believe that relevant experience is what matters. We have a wealth of experience that bears directly on the matter at hand — your retirement. Our work is unique and tailored to the individual and with over 30 years of experience, including our 20+ years experience working directly with ExxonMobil employees is just that, not six months experience repeated 40 times.