Miller Wealth Advisors has been one of the best financial decisions we’ve ever made. Bill and Jennifer took the time to truly understand our goals and helped us work towards a plan that worked for us and our future goals as we near retirement. We feel secure knowing they will continue to guide us in retirement and that our finances are in good hands.
–Howard and Joy T., General Contractors
Bill Miller has played a pivotal role in helping us protect our business and our family through critical life insurance planning for over two decades. He took time to extensively research the right solutions as our needs evolved, gave us excellent insight and advice, with his focus being centered on what was best for us. We trust Bill, appreciate his integrity, and highly recommend him.
–Jenny A., Business Owner
I am very grateful to Bill for his professional assistance in helping with and dealing with Transamerica related to my mother-in-law’s complicated insurance issue on her universal life policy. Transamerica was difficult to deal with and kept leading me in circles until Bill got involved. With his capable guidance we were able to untie the “Gordian Knot”. Sincerest thanks from me and my family. Without his help, my wife and her sisters would have lost all of the benefits under a $1,500,000 policy. Bill certainly knows his stuff!
–Thomas C., Real Estate Attorney
With the sale of my dental practice pending along with transitioning into retirement, I spoke with a few financial planners that had been recommended. Bill Miller stood out to me as he exhibited a vast knowledge of investing in addition to the specifics of the practice sale and how to position myself for a secure retirement.
More importantly, Bill is a warm and caring person that has taken the time to know my wife and I, not just as clients, but as individuals with specific needs. This caring attitude and high level of expertise is also reflected in interactions I have had with the entire staff.
In both words and actions, Bill Miller and the staff have earned something so vital in a relationship such as this, my trust. I highly recommend Bill Miller to anyone in need of financial planning guidance.
–Glenn K., Retired Dentist

