Miller & Hurt Wealth Advisors is a Florida based independent financial services firm that provides comprehensive investment management to individuals, small business owners and institutional investors through a spectrum of financial services. Whether you are a seasoned investor or are just starting to manage your portfolio, we can help you achieve your financial goals.
At Miller & Hurt Wealth Advisors we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
At Miller & Hurt Wealth Advisors we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Services
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
The professionals at Miller & Hurt Wealth Advisors believe in a needs-based approach to help you develop your financial strategies. Let us help you answer your financial questions and develop a plan that's focused on helping you work toward your goals. We follow a carefully guided process which is developed to help educate you prior to us making any recommendations.
There are many financial products in the market, and so choosing the ones that can help meet an individual client's needs can be complicated. Informed decision about the products in any portfolio are best made after an assessment of individual needs. A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique.
As an initial step, we at Miller & Hurt Wealth Advisors evaluate each client's current holdings to determine how appropriately they meet the desired objectives. These might include investments for retirement income, education, charitable or other gifts, survivor income, or financial independence. Next, we establish an asset allocation policy designed to meet the client's individual needs.
Attracting and retaining key employees is essential in a competitive environment. Toward this end, qualified benefits, including 401(k)s, pension and profit sharing may apply, as may non-qualified programs, such as Key-man insurance protection, stock options and deferred compensation arrangements. In estate planning, one of the most important decisions a business owner must make is whether the business should be kept or sold.
