Broker Check

Tracy Miller

3033 Chimney Rock, Suite 320
Houston, Texas 77056

Office:  713-974-7500

Personal Retirement and Estate Planning

Retirement Planning is important to assure financial independence at your desired lifestyle, considering inflation trends, future health care needs and longevity.

Estate Planning helps you pass on your family values and valuables in a tax-efficient and organized manner.

A professional advisory team that works well together is essential for full integration of high net worth financial strategies. We can work with your existing legal and tax advisors or we can refer professionals with whom we have experience.