Our Services

While developing a customized financial program, we will walk you through a step-by-step process that should help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. At Miller Investment Strategies, we can help you execute a comprehensive financial program utilizing the following products and services:

Investments

• Education 529 

• Traditional IRA

• Roth IRA

• SEP IRA

• Simple IRA

• Mutual Funds

• Treasury Bills

• Bonds

• Common

• Stock

• Brokerage Accounts

• Advisory Accounts

• Government Securities

• Treasury Notes

• Variable Annuity

• Fixed Annuities

Financial Planning

• Retirement Plans

• Tax Planning Strategies

• 401 (k) Planning

• 403 (b) Planning

• College Plans

• Estate Planning Strategies

• Money Purchasing Plans

• Profit Sharing Plans

Insurance

• Disability Insurance

• Life Insurance

• Long Term Care Insurance

• Buy/Sell Agreements

• Key Employee Life