Miller Financial Group is a fee only financial planning and
investment management firm located in Portland, Oregon.
We specialize in providing financial planning and investment
management services to individuals. As advocates of comprehensive
wealth management, we help our clients with:
General financial planning
Insurance planning and risk management
Employee benefits planning
Investment planning
Income tax planning
Retirement planning
Estate planning
We believe that:
1. There is a greater risk that people will not benefit from the
fruits of their labor than that they will run out of money
2. Proper financial planning is the balancing of asset management,
risk, and the pursuit of a rich and fulfilling life.
3. Insurance and risk management are vital to financial planning,
but self insurance where possible is a more effective use of
resources.
4. The overriding question in making an investment decision for a
client account: ‘Would you make this investment for your mother?’
Miller Financial Group ("MFG")
is located in Portland, Oregon and is
registered with the SEC as a registered investment adviser. This
web site is intended for citizens and residents of the United
States only and those states where MFG is a registered advisor.
All information contained herein is for informational purposes
only, should not be construed as investment advice, and does not
constitute an offer, solicitation or recommendation to purchase
any security or investment advisory service. |
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