Award Winning Independent Fee-Only Retirement Planning & Investment Advice
Fee Only Investment Planners
Miller Premier Investment Planning, LLC is a fee-only wealth management firm specializing in retirement planning and investment advice in Midlothian, Texas and the Dallas/Fort Worth area. We serve a select group of clients who appreciate the high level of personal attention and expertise we bring while avoiding the conflicts of interest that have plagued larger Wall Street firms. Our integrated wealth management process goes well beyond your investments to include minimizing taxes, risk management, estate planning, business succession, college planning, and retirement planning services. Our personal approach helps our clients to avoid and negotiate the pitfalls and roadblocks along the way with their own dynamic plan accessible anytime and anywhere. Our clients can also access their full financial picture and important documents all in one safe and secure place. Our fee-only certified financial planning services are designed and customized to help you achieve your personal dreams and goals while keeping your overall costs, expenses, and taxes low.
Our investment philosophy is based on a nationally recognized body of award winning research and grants our clients access to investment options that are simply not available to the general public. We take the time to gain a complete understanding of your current situation and develop a clear vision for your financial future. Our state of the art planning and investment technologies help to keep you on track towards reaching your goals efficiently and effectively. Unlike traditional paper based planning which grows stale and out of date, your personal portal will keep you and us updated on your progress daily. We empower you to see how small or big “what if scenarios” affect your overall financial picture to help you make informed decisions. Using technology we can help you no matter where you are in the world bringing you the personal guidance you need.
While technology helps to open new doors to a higher level of service we also understand the need for delivering the personal attention you deserve. You should not have to go it alone. Therefore, all wealth management clients are assigned their own personal concierge that checks in on a regular basis to answer any questions and keep you on the right path. Your concierge can even help you negotiate a car purchase for example or save you thousands on a business loan. If you are looking to learn more about our nationally recognized and award winning approach please feel free to contact us and discover the next steps in your financial journey.