Miller Premier Investment Planning, 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
Title: Registered Investment Advisor / Financial Planner
Offering advice since: 1991
Areas of expertise:
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Portfolio Management
- Retirement Planning
Further information about Michael Miller:
Named one of the top financial planners in the country by the Consumers' Research Council of America for the past four years; Michael has been featured on CNBC's website and has been quoted as a financial planning resource in major media outlets. He founded Miller Premier with the purpose of serving middle income individuals on a fee-only basis. His desire is to make affordable financial planning and investment management services available to the everyday investor.
Michael has a very strong background in retirement and investment planning - as a financial planning manager for ICMA-RC he was responsible for over $1 billion in private client retirement accounts. He is also the author of the "Golden Nest Egg" a newsletter that educates workers on how to best plan and invest for their retirement.
Mr. Miller is a CERTIFIED FINANCIAL PLANNER(TM) professional and has been a featured speaker for the Texas Association of Counties' Annual Judges and Commissioner's Conference and numerous financial planning seminars throughout the country.
Michael graduated as class valedictorian from Fayetteville State University with a degree in business administration and a concentration in banking and finance. He earned his financial planning certificate from the College for Financial Planning in 1998.
He is a Gulf War Veteran having served in the 82nd Airborne Division as an Intelligence Analyst, Code Breaker, and Paratrooper. Michael is a lucky man as he is blessed with his beautiful bride of 21 years - Rhonda and his outgoing lovely princess of 20 years - Melanie. He is honored to be a part of the Mansfield community and enjoys fellowship and volunteering with local churches to help Christians in need of financial assistance.
Compensation and Fee Structures:
Financial Planning: $150/hour
Investment Management: 1% of Investment Assets
Licenses, Certifications & Affiliations:
NAPFA, FPA, Certified Financial Planner
Bachelors Degree in Business Administration with a Concentration in Banking and Finance
Will provide references upon request?
Further information about Miller Premier Investment Planning, LLC:
(Size of firm: 0-9 advisors)
An independent fee-only investment management and financial planning firm for the middle income market. Over 50% of our clients are from the baby boomer generation. We specialize in retirement rollovers, principal protection, and retirement distribution planning in order to minimize taxes and maximize income. We accept no commissions.
Contact Information for Michael Miller
Phone: (817) 680-8198
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Fax: (817) 394-1620
Address for Michael Miller:
2603 Edgefield Trail
Mansfield, TX, 76063
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