Fee-Only Retirement Planning & Investment Management Services In Mansfield, Texas
At Miller Premier Investment Planning LLC, we understand that individuals face unique challenges as they prepare for retirement. Now more than ever before, people need the expert advice and personal attention of an experienced fee-only Certified Financial Planner (CFP®) professional. Miller Premier helps you navigate through these challenging times to help you reach your destination with a personalized plan in hand. Whether you are investing to build wealth, protect your family, or preserve your assets, your customized plan focuses on your needs, wants, and wishes.
As one of the country's top financial planners, Michael Miller, CFP® has years of experience in the financial services industry and has appeared in such well known publications as the Wall Street Journal, New York Times, Dallas Morning News, US News & World Report, and the Miami Herald. If you are interested in receiving his free newsletter, have a question, or want to schedule a complimentary consultation you can shoot him an email by filling in the information on this page or give him a call.
We look forward to getting to know your story.
Helpful Content
Healthy Body Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Making Your Tax Bracket Work
Being in the 25% marginal income tax bracket doesn't mean the gov't is taking 25% of your income.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What Do Your Taxes Pay For?
What do your tax dollars pay for? Here's a breakdown of how the federal government money spends the money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
TIPS for Inflation
If you are concerned about inflation – and expect short-term interest rates may increase – TIPS could be worth considering.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of a hypothetical taxable investment and a tax-deferred investment.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of lease versus buying an automobile.
Comparing Investments
Compares the return on a hypothetical taxable investment with tax-deferred and tax-free investments.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Provides an understanding of taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Cycle of Investing
Investing should be easy, just buy low and sell high. But most have trouble following that advice.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.