Broker Check

Tracy Miller

3033 Chimney Rock, Suite 320
Houston, Texas 77056

Office:  713-974-7500
Email:   tmiller@tmillerfinancial.com

Estate Management 101 Events on Wall Street When Do You Need a Will? Where Is the Market Headed? A Bucket Plan to Go with Your Bucket List The Business Cycle Should You Ever Retire? How to Retire Early When Special Care Is Needed: The Special Needs Trust It Was the Best of Times, It Was the Worst of Times

For Business Owners and Professionals

Integrated Financial Management for Business Owners—Planning Services include the creation and implementation of tax efficient retirement planning strategies, business succession plans and exit plans, executive benefit programs and golden handcuff programs, and employee benefits including ERISA retirement plans like 401(k).

Personal Financial Management—Services include the creation and implementation of plans for financial independence, educational funding, wealth maximization and transfer, income replacement and family security.

We offer all types of investment strategies including professionally managed platforms, individually managed brokerage accounts, as well as direct mutual fund investments. We offer all types of insurance including life, disability, health and long-term care.

Helpful Content

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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