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Watch a quick video to learn about our
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Rusty Miller | Retirement Planning Specialist
Rusty is married to his wife Debbie for 36 years and has two children Alexis and Austin along with two dogs Carson and Murphy. He has lived in the Troy area his entire life and is a member of a local Board of Education. He is a member of Troy Lions Club and M.E. Education Foundation.
As part of this philosophy, Rusty started his financial career in 1989 with a personal approach. He handles each client as he would his own family, with ideas and strategies that he believes will benefit them the most to achieve their goals. "Our firm is dedicated to providing professional and consistent advisory services while demonstrating honesty, integrity and empathy. Our top objective is peace of mind in all of our relationships. Our goal, as investment advisor representatives, is to educate individuals on the aspects of retirement planning, estate planning and money management. The more a person understands about his or her particular situation the more comfortable they will be when making important decisions." |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren. We can offer strategies designed to double, even triple their inheritance- TAX FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
What Makes Us Different, Makes Us Better
Listen Every Week!
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Rusty's safe money strategies and how he’s helped hundreds of retirees just like you.* Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
We Love To Meet New People!
Contact Us
MAIN OFFICE
1201 Barnhart Road Suite A Troy, OH 45373 |
EMAIL
[email protected] |
CALL US
(937) 667-4500 |
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