Miller Premier Investment Planning

I'm Michael, and I'm glad you're here. My journey began as a homeless teenager with big dreams, and today, I am fortunate enough to live out those dreams by helping others achieve their financial goals. As the founder of Miller Premier Investment Planning, I am dedicated to providing retirees with the intellectual framework to make sound financial decisions and simplify their lives. With a tax-efficient retirement strategy, you can live out your dreams and nurture your nest egg for a golden tomorrow.

Our Services

At Miller Premier Investment Planning, we offer a range of services tailored to meet the unique needs of business owners, executives, and retirees. Our goal is to serve as your personal financial guide, always putting your best interest first. We are an independent, fiduciary firm, and we work solely for you, not for selling you something.

Our services include:

• Tax-efficient retirement strategies
• Financial planning and management
• Wealth management and protection
• Investment management
• Low-cost, tax-efficient strategies

We specialize in working with individuals and businesses with at least $500,000 in investment assets. As your advisor, we help you enhance and protect your hard-earned wealth while you focus on living out your dreams.

Who We Are

Miller Premier Investment Planning was founded in 2007 with the purpose of helping successful professionals and business owners realize their goals for an ideal retirement on a fee-only basis. Our approach as a fiduciary is to provide solutions rather than push products. We believe in building long-term relationships with our clients based on trust, transparency, and a deep understanding of their financial goals.

As a Gulf War Veteran and a former financial planning manager for ICMA-RC, where I was responsible for over $1 billion in private client retirement accounts, I bring a strong background in retirement and investment planning. I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and also earned my financial planning certificate from the College for Financial Planning in 1998.

Our Values

At Miller Premier Investment Planning, we value integrity, honesty, and transparency. As a fee-only firm, we are committed to providing unbiased advice that is in the best interest of our clients. We understand that every client is unique, and we take the time to understand your financial goals and develop a customized strategy to help you achieve them.

Get in Touch

If you're starting to have questions about retirement, we can help you navigate the uncertainties. With a brief phone call to begin, we can get you headed in the right direction. We look forward to speaking with you and helping you achieve your financial goals!