Ronald D. Miller
Resource Management LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Offering advice since: 2003
Areas of focus:
- Business planning
- Educational Planning
- Life Planning
- Retirement Planning
- Stocks and Bonds
Further information about Ronald D. Miller:
Fee-Only Financial Advisor
Accredited Asset Management Specialist
Dr. Ron Miller, the principal and founder of Resource Management, came to the practice of financial planning after a long and successful career as a dentist. While he was devoted to the dental profession and is a past President of the Hawaii Dental Association, he has always had an underlying interest in finance and investment management. He pursued that interest over the years by developing his skills in those areas and ultimately made the transition from dental health care to the care of people's financial health.
Ron believes in a comprehensive approach to financial planning and provides clients with advice on:
* Saving money on taxes
* Reducing investment costs
* How to get out of debt
* How to make your money work as hard as you do
* Providing a safety net for your family
* Specific guidance when receiving an inheritance
* Successful transition to retirement
* Successful transition to a new career
* Align your investments with your values
* Build a solid foundation for the future
* Simplifying your life
* Reducing stressful decision-making
* Ease record-keeping burdens
* Creating and preserving wealth
* Generating a steady stream of retirement income
* Enjoying happy, golden years
* Leaving a legacy for loved ones or charities
As a fee-only advisor and the only Hawaii member of the Garrett Planning Network(GPN) of hourly, as-needed, fee-only financial advisors, Ron is committed to his fiduciary relationship with his clients. Having completed the professional education and certification examination requirements to become a CERTIFIED FINANCIAL PLANNER(TM) professional, he has the CFP(R) mark of distinction after his name. He is committed to following the CFP(R) Board code of ethics.
Ron has over 25 years experience investing in stocks, bonds, mutual funds and real estate for family and friends. He also holds the designation of Accredited Wealth Management Advisor from the College of Financial Planning. His investment specialties include modern asset allocation and diversification, establishing a sound investment policy, retirement transition and retirement income-cash flow consulting. In May, 2005, Ron was elected to the Board of Directors of the Hawaii Dental Service and was appointed to the HDS investment committee, responsible for over seeing a portfolio of over 92 million of HDS funds. Ron has recently achieved the designation of ACCREDITED INVESTMENT FIDUCIARY ANALYST AIFA(R). He is one of only 6 individuals in Hawaii that hold this prestigious disignation.
Ron is a member of the National and Hawaii Financial Planners Associations. (FPA). He has just been appointed to the Board of Directors of the Hawaii FPA. He is also a member of the National Association of Personal Financial Advisors (NAPFA). Ron has been an active volunteer with Big Brothers of Hawaii and is chairman of the development committee of St. George Church in Waimanalo. A devoted physical fitness buff, he loves sailing, hiking, running, cycling and swimming - and of course spending time with his wonderful family.
Compensation and Fee Structures:
Hourly as needed fee-only. We never accept commissions and always act as a fiduciary to our clients.
Licenses, Certifications & Affiliations:
Registered Investment Advisor
Certified Financial Planner (CFP)
Accredited Investment Fiduciary Analyst (AIFA)
Associate of Arts, Doctor of Dental Surgery
College of financial Planning
Will provide references upon request?
Further information about Resource Management LLC:
(Size of firm: 0-9 advisors)
Resource Management LLC strives to have a positive impact on the quality of our clients' lives each and every day. We also strive to provide our clients with successful financial planning and investment experiences. That means not only getting our clients to their goals, but doing so in a way that minimizes the confusion and stress that people too often experience throughout life's journey. The ultimate goal is your peace of mind, not just for today but through the years to come.
Contact Information for Ronald D. Miller
Phone: (808) 429-8123
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Address for Ronald D. Miller:
41-973 Laumilo St.
Waimanalo, HI, 96795
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