Company History
Miller Management (MMI), a boutique financial planning firm, was established on January 1, 2000. The firm’s principals, Wayne and Kevin Miller, left successful careers at a large financial institution in order to have greater flexibility while planning for their clients. Today, Miller Management is pleased to offer affordable, consolidated independent financial advice.
Company Process
We take a comprehensive approach when planning for our clients. First, we gather information relevant to the client’s situation including:
- Financials
- Investments
- Income
- Tax Status
- Life Experiences
- Work History
- Medical History
- Educational Background
Then we develop and present a professional set of recommendations. After presentation, we implement and monitor the plan for progress and review with the client on an annual basis.