Our Process

The success of an asset management model hinges on adherence to a process that is not based on emotion or today’s headlines. With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. At Miller Financial Services we use a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focused on what you value.

We break the planning process into four quadrants or phrases, each one representing one planning cycle: Clarity, Decisions, Results, and Confidence.

Northwestern Mutual Planning Horizon

Copyright 2018 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC.