Question 1

What services does the company offer?

Accepted Answer

The company offers a wide range of financial services, including estate, charitable giving, and trust services, fixed income services, risk management, financial planning, investment solutions, longevity planning, monetization services, portfolio management, retirement planning, education planning, corporate retirement plan consulting, sustainable investing, banking and lending solutions, and more.

Question 2

Who are the company's clients?

Accepted Answer

The company serves a diverse range of clients, including corporate executives, retirees, corporate retirement plans, business owners, women investors, healthcare professionals, non-profits, families and individuals, and corporations.

Question 3

What is the company's approach to financial planning?

Accepted Answer

The company's approach to financial planning focuses on turning overlooked challenges into opportunities. They work with clients to develop customized solutions that address their unique financial needs and goals, whether that's managing risk, planning for retirement, or achieving sustainable investing objectives.

Question 4

Does the company offer any educational resources?

Accepted Answer

Yes, the company provides a range of educational resources, including a financial insights section on their website and the Ultimate Attorney podcast, which covers various financial and legal topics.

Question 5

How can I get started with the company?

Accepted Answer

Prospective clients can get started by taking a brief quiz on the company's website to help identify their biggest financial concerns and the type of transition they are going through. From there, they can request to receive the latest episode of the Ultimate Attorney podcast or get in touch with the company directly to learn more about their services and how they can assist.

MILLER FINANCIAL STRATEGIES

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About MILLER FINANCIAL STRATEGIES

Frequently Asked Questions about MILLER FINANCIAL STRATEGIES

What services does the company offer?

Who are the company's clients?

What is the company's approach to financial planning?

Does the company offer any educational resources?

How can I get started with the company?

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