Saving Money and Accumulating Wealth

INVESTMENT ADVISORY

We have Digital Portfolios available with a minimum of $5,000.  LPL-Managed Model Portfolios  minimum $10,000. 

Third-Party Managers available starting at $25,000.   Custom Portfolios at $100,000.  

EASY ONLINE INVESTING

INVEST FOR YOUR FUTURE WITH A DIGITAL INVESTMENT PLATFORM THAT COMBINES THE BENEFITS OF A PERSONAL FINANCIAL ADVISOR WITH SOPHISTICATED TECHNOLOGY.

Through our Guided Wealth Portfolios (GWP) investment platform, you get our experience and expertise with the added convenience and transparency of a digital investing solution where you have the ability to view and update your accounts at any time.

An advisor when you need one, and if you don't want to hear from us, you won't.  

 GWP Information         GWP Brochure       Tracy Miller ADV      

Get Started with Online Investing

FINANCIAL PLANNING

Financial Planning comes in many shapes and forms.  Whether you need general budgeting and expense management, or if you have lofty goals and wealth accumulation targets, we tailor our services to fit your need and what you want to get accomplished. 

Benefits of Financial Planning        What's Important        Client Questionnaire      Risk Tolerance Questionnaire

Request a Complimentary Financial Planning Initial Consultation

LIFE INSURANCE, DISABILITY, AND LONG-TERM CARE

Life Insurance is important when something has to get paid for, whether you are alive or not.  For example, a parent may want to make sure their income will continue to support their family if they are not alive to produce it, by purchasing a life insurance policy to replace that income.  Life insurance policies can be used to fund Special Needs Trusts, Educational Trusts, as well as other trusts created in estate planning documents.  

Disability Insurance pays a portion of your income if you are unable to work for an extended period because of an illness or injury.  Your most valuable asset isn’t your house, car or retirement account. It’s the ability to make a living.

Long-Term Care Insurance is important to help assure your dignity and self-reliance during a period of time when you cannot take care of yourself.

Schedule a Complimentary Consultation

HEALTH INSURANCE

Health Insurance is the foundation for financial security.  Nobody likes paying for health insurance.  One health event can wipe out your financial security, and if you have a family, can be painful for all.  TMiller Financial believes you cannot afford to be without health insurance.

Health Insurance - Affordable Care Act