Welcome to The Miller Financial Group

Financial planning can be complicated. To make practical financial decisions, you must know how to first design and then execute a plan. This requires understanding the market intimately, researching asset managers relentlessly, supervising the financial planning process carefully and managing cash flow actively. Most people, however, may not have the time or the specialized knowledge to navigate these complexities.

Our clients typically have no desire to manage their financial affairs on a daily basis. They want to simplify their lives, and in turn are willing to enter into a long-term relationship with an experienced and trusted Certified Financial Planner™ Professional.

This CD is designed to help you learn more about Rob Miller and The Miller Financial Group, and to simplify and expedite the financial planning process for you. The disk includes:

Rob Miller & TMFG: This brief video will provide you with information on our philosophy and approach to how we develop relationships with clients. It will also provide you with details on my personal and professional background.
Our Consulting Process: This brief video will introduce you to how our financial consulting process may benefit you. Our consulting process is designed to develop alternative strategies and solutions around your personal needs, goals, preferences and experiences.

Our process begins with a client financial check-up to build a blueprint of where you are today. We gather the information necessary to do this through the use of the Questionnaires on this disc. The Budget Finder is a tool that helps us learn more about what it costs to maintain your lifestyle. As part of this process we need to understand how you make decisions about risk with our Risk Evaluation sheet. Over time, our approach will help characterize your objectives and refine your goals, aspirations and the resources your plan requires.

Think of our desktop icon as your personal online speed-dial to our services. You’ll have a direct link to resources for financial insights and helpful investment resources. For directions on installing the desktop icon see the Install TMFG Desktop Icon page.

You may begin using our services contained on this CD by simply contacting me through the email link, installing our desktop icon or giving us a call at (561) 353-3700. The evaluation questionnaires are designed to simplify the process of getting started. Pick the one most applicable to your situation, complete it, send it to us and we can begin.

Sincerely,

Rob Miller, CFP®, RFC®, LUTCF®

Disclosure: Defining objectives and gathering data cannot guarantee success of achieving your goals or investment performance. However, the planning process may provide a solid basis for the success of your program with attainable results. Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as financial planners and investment advisors.