Miller Financial Group was built to address the needs, concerns, opportunities and constraints of business owners, federal, state, and public employees, and couples 10 years of less from retirement. We have been doing so since 1963. We believe in the value of the financial planning process and feel it is essential to all long-term financial success.
Being upfront and honest is at the core of everything we do. We will never intentionally mislead or misinform our clients, and we will always try to explain everything in easy to understand terms. We want our clients to understand what they own and why it is right for them. Integrity is the cornerstone of all strong relationships.
Being upfront and honest is at the core of everything we do. We will never intentionally mislead or misinform our clients, and we will always try to explain everything in easy to understand terms. We want our clients to understand what they own and why it is right for them. Integrity is the cornerstone of all strong relationships.
Services
Miller Financial Group, Inc. was originally established in 1963 as Parker Insurance Agency. After several years as an insurance-only focused firm, James Norris, CFP(R), and his wife, Jan, joined the firm. At that time the business was renamed Parker Norris Financial, Inc. and was diversified into a full-service financial planning and investment firm.
As small business owners ourselves, we can relate to the complex financial questions you may have as you run your company. Our goal is to help you achieve balance in the workplace so that you can focus on the growth of your business along with your own personal financial success. We design customized retirement income plans, built specifically for you, your family and the future of your business.
The primary goal of our process is to demonstrate, in plain English, how we can help you make the most out of your life with the resources you have. We bring simplicity, clarity and confidence to what can be otherwise confusing, complicated and intimidating subjects: money and retirement. Plans are presented in a collaborative, interactive manner where you are actively involved in the process.
Learn more about the benefits that are included in the Federal Employees Group Life Insurance Program (FEGLI). A health savings account (HSA) is a tax-advantaged savings account that allows individuals to set money aside for medical expenses. These accounts offer unique tax benefits and can even be savings tools for retirement.
Our firm is built on family values and doing what's right. Entering into a relationship with a financial firm is not a simple decision. The FIT must be there. Both parties must mesh well together when it comes to philosophy, process, expectations and personality.
As a dually registered financial firm, we may be compensated by project-based fees, asset-based advisory fees, and with strategies such as life and health insurance or annuities, we receive commission-based compensation.Our asset-based advisory fees range from 1.20% to.90% depending upon the total portfolio invested with our firm.
As a dually registered financial firm, we may be compensated by project-based fees, asset-based advisory fees, and with strategies such as life and health insurance or annuities, we receive commission-based compensation.Our asset-based advisory fees range from 1.20% to.90% depending upon the total portfolio invested with our firm.
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