Services

Financial Planning

A successful financial plan is about more than portfolio performance. It’s a pathway that takes you from where you are to where you truly want to be.

That’s why the Miller Cook Lindsey Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.

Investment Management

At Miller Cook Lindsey we believe the most effective way to maximize returns while managing risk is through strategic portfolio diversification.

Our advisors do not have any particular biases when it comes to portfolio asset allocation: we may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for your portfolio.

This investment strategy allows us to create individualized, goal-oriented portfolios that put your needs first.

Tax Planning

An integrated approach to taxes:
A key component of financial planning is gaining tax efficiency. Miller Cook Lindsey Advisors works with you using a holistic approach that incorporates your wealth management goals to help you retain as much of your earned income as possible.

Retirement Planning

Day dreaming about retiring can be inspiring but thinking about retirement is not the same as planning for retirement. Every retirement plan has to balance three main goals:

1. Maximize your enjoyment of retirement

2. Manage the risk of outliving your income

3. Manage the risk of unexpected life events and investment risk

A general rule of thumb is that you’ll need 60-90% of your pre-retirement income, but that can change for every person so we suggest making a list of your personal expenses and evaluating what you will still need in retirement.

Business Planning

If you’re a small business owner, doing your personal and corporate books can be doubly taxing.

With Miller Cook Lindsey's help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may create more personal wealth. This often includes a combination of strategies that may help reduce taxes and enhance the value of your business.

Financial Education

The better informed you are, the more prudent your decisions will be. That is why Miller Cook Lindsey wealth Advisors are here to help you better understand your financial situation. Whether that's communicating to you through the financial advice process or providing educational seminars, we want to equip you with as much financial education as we can. Our resources include white papers, videos, and articles on personal finance, market outlooks, investments, and even how legislative changes may affect your personal financial plan and customized investment portfolio.

Miller Cook Lindsey LLC