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FINANCIAL PLANNING
Miller Financial Design |
Educating, motivating, and supporting clients in their pursuit of personal life goals by providing professional financial guidance. |
Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.
At Miller Financial Design, we make it our priority to get to know you and your family as real people. Not only do we want to provide you with the most complete course of action possible, but we simply enjoy working with and for people we like.
We understand that money is a difficult subject to discuss and that the choices you have to make about it can be overwhelming. That is why we take it as a point of honor that you allow us to help you manage it effectively.
While we offer a multitude of financial services, we prefer not to think that we only work to enhance your portfolio's bottom line. Rather, we work to enhance families' lives and help them pursue their dreams.
- Before we work with you to design and implement a financial plan, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.
- After we have assessed your needs and goals, we will suggest a mix of investment and risk management products to best serve you. We will work closely with your attorney and accountant to help you implement sound tax strategies and estate plans. Because we are an independent financial company, we have the advantage of offering you access to a wider variety of products and services than many bigger Wall Street firms.
- After we implement your investment program and risk managememnt choices, we will continue to monitor your investment performance and protection needs. We will consult with you regularly to ensure that the program continues to reflect your current circumstances and aims.
We think we have the best jobs in the world. We help families work toward the goals they cherish—and we love doing it. Seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them. Hearing from them that they can sleep easier because they are not worrying so much about the future. Getting postcards from clients who are on their dream vacations and just wanted to say “thanks.”
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Contact information:
Kim Hembree
Phone: (209) 532-7272
Fax: (209) 532-7057
63 S. Washington Street, Suite A, Sonora, CA 95370
email: kim@millerfinancialdesign.com
web: www.millerfinancialdesign.com
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside this state due to various state regulations and registration requirements regarding investment products and services.
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