About
Welcome to The Miller Financial Group! We work together to identify your personal and business “Big Hairy Audacious Goals” and collaboratively plan for your future, then develop a clear and comprehensive financial blueprint to create the conditions for you and your loved ones to thrive. If we wouldn’t recommend it to a family member, we won’t recommend it to you. When you work with us, you can expect to see:
The LifePlan Design Process™
Our holistic approach to financial planning provides clarity to your personal and business Visions so we can create a blueprint that puts you on the direct track to achieving them, and with the confidence that your team is like-minded and EOS focused. Our planning process is comprehensive and encompasses financial and investment management, life and long term care planning, business and succession planning, and proactive multi-generational estate planning.
The 3CFP® Approach™
We believe financial planning should be comprehensive and never subjective. When we present you with your Financial Blueprint, you can be confident three Certified Financial Planners® contributed, benefiting from our pooled wealth of knowledge and experience.
Diagnosis, then Prescription
You wouldn’t trust a prescription from a doctor who didn’t take the time to diagnose your need. At TMFG, we don’t implement a plan or product without first developing a deep comprehensive understanding of your goals and needs, so we can deliver the plan that’s in your best interest and best meets your needs, every time.
Why EOS
EOS has helped us clear the clutter of running a business and see the forest for the trees. It is a clear manual for efficiency and scaling a business if followed with a great Implementor! Our team is guided by our collective vision and BHAG for the future, increasing team health and the traction we are all accomplishing! Thank you EOS!
Our Core Values
Our clients are family
We manage your needs with the transparency, trust and care we would extend to our own family.
Planning before implementation
Your Financial Blueprint is unique. Our plans start with understanding your interests, goals and needs, ensuring our strategy and recommendations are built for you.
Team success, independently driven
We believe in the strength of personal drive and initiative, recognizing that our team and our clients play a pivotal role in driving our collective success.
Growth-minded
At our core, we constantly enhance our expertise, embrace innovation, and empower clients with strategies that evolve alongside their own growth-minded goals.
Special Offers
We love EOS Business Owners!! Shoot us an email to set up a complimentary “Meeting of the Minds” Consultation with a Certified Financial Planner (CFP) to get to know each other better, and identify potential financial, tax, business, and estate planning opportunities you could be currently overlooking! TMFG is your one-stop-shop for comprehensive financial planning, collaborative tax planning with your CPA, proactive multi-generational Estate Planning, and personal and business insurance planning, in your best-interests, by a Certified Financial Planner (CFP), every time.
YOUR PRIVACY CHOICES