Miller Management is a full service financial planning firm providing experienced,
expert, and consolidated financial advice along with integrated services.
Our Services:
- Fee Based Financial Planning
- Investment Advisory Service
- Tax
- Bookkeeping & Accounting
- Estate Planning
- Business Consulting
- Entertainment Management
Our Clientele:
- Self Employed
- High Income Professionals
- Corporations & Partnerships
- Trusts & Estates
- Non-Profits
- Professional Entertainers
- Professional Athletes
Our difference is our exceptional attention to service.
We are committed to proactive client relationships; not reactive ones. We have a 24-hour turnaround time on calls we receive. We offer sound advice from multiple professionals to ensure the most accurate and efficient advice with a wealth of insight.
Look at Some of our success stories...
- Saved a corporate client over $25,000 in tax per year for the last 2 years
- Saved a corporate client over $33,000 per year and streamlined operations to improve per year
- Presented a plan to minimize an individual tax by 60% in the current year
- Helped restructure a corporate client's debt to improve cash flow by $419,000 per month over a 3 year period
- Developed a financial plan for a retired client to increase cash flow by $25,000 per year with minimal tax increase
- Designed a custom plan for the owner of a mid-market business to save over $1 million the first year and $200,000 in subsequent years
- Saved over $40,000 in tax for owners of a start-up business
- Helped the owner of a fast growing start-up to acquire a $700,000 loan to acquire a competitor
- Helped a client minimize tax by accomplishing estate planning goals and generating over $300,000 in current year deductions
- Helped a client avoid a $37,368 Capital Gain
Read More Success Stories ...