About TMiller Financial

TMiller Financial was founded in 2006 by Tracy Miller, CFP®,  CLU, ChFC .  Tracy earned the Certified Financial Planner™ certification in 2000, the Chartered Life Underwriter designation in 1997, and the Chartered Financial Consultant designation in 1995.
 
Tracy Miller provides direction and meaning to your financial decisions through a six-step program outlined by the CFP® Board of Standards.
 
TMiller Financial will implement your plan details.  We provide periodic monitoring and measuring to keep you on target to reach your goals.
 
Tracy is an Investment Advisor Representative who provides tactical asset allocation and investment selection in accordance with your investment objectives and risk tolerance.  We believe a diversified investment portfolio utilizing a strategic blend of growth and value; small, mid and large capitalization; international and domestic holdings; and diversity among specialty sectors will deliver superior long-term investment satisfaction.
 
Tracy is a licensed life and health agent who brokers all kinds of life insurance coverages, disability and long-term care insurance, and major medical insurance.  Insurance coverages will protect the standard of living for yourself and/or your loved ones in the event of personal illness or death. 
 
Tracy is also licensed as a life settlement broker and is authorized to effect transactions for those who wish to sell existing life insurance policies that have outlived their purpose.