Tracy Miller

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Tracy Miller
Biographical Info
Tracy and her company focus on investment management and asset protection for companies, business owners and professionals. She provides wealth management and financial planning, as well as life insurance, disability and long-term care. She also provides services for employer-sponsored retirement plans (including profit sharing, defined benefit and cash balance plans), and captive insurer plans. Tracy is principles focused and is highly competent and forward-thinking when it comes to client matters, as well as how she runs her own business. Honesty and trustworthiness is a given. Relationships matter. It is an honor and a privilege to provide clients with stewardship of their financial assets.
Level
Starter
Start Date
April 18, 2024
Me
No file uploaded.
Favorite Scripture Verse
For the Spirit God gave us does not make us timid, but gives us power, love and self-discipline.
Scripture Reference
2 Timothy 1:7
Profession
Financial Advisor, Financial Planner, Insurance, Portfolio Manager, Registered Representative
Professional Focus
Biblically Responsible Investing (BRI), Charitable Giving, Debt Management, Disability Planning, Elder Care, Financial Planning, Healthcare Planning, Insurance Planning, Investment Management, Legacy Planning, Long-Term Care, Retirement Planning, Social Security Planning
Firm
TMiller Financial LLC
About
Since 2006, the professionals at TMiller Financial provide investment management and personal insurance coverage for a select group of companies, business owners, and professionals who appreciate prudent stewardship of their long-term important financial assets.