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Miller Financial Group Red Oak Iowa

  •  Tel: (712) 623-5726
  •  Tel: (800)347-9511
  •  Fax: (712) 623-4642
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Miller Financial Group Red Oak Iowa

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Plan Today.

Invest for Tomorrow.

We’ll help you prepare

for what comes next.

Planning for retirement is a journey.

You don’t have to do it alone.

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Services

Investment Management

When it comes to investing, there is no one-size-fits-all strategy. Our team will help design an investment allocation plan based on your goals, your timeline, and your tolerance for risk. Our goal is to serve as a steward to your families’ financial resources. It’s your money, let us help you make the most of it.

Retirement Income Planning

We design customized retirement income plans designed specifically for you, and we help answer questions such as:

  1. What do I need to consider before I retire?
  2. Where will my retirement income paychecks come from?
  3. In what order do I use the assets I have?
  4. How do I know if I have enough resources and how long will they last?
  5. Where do I start if I have questions?

Social Security Maximization

Electing the best Social Security option isn’t as cut and dry as it seems. There are over 500 different ways to take your benefits! We’ll run calculations to ensure you pick the best possible option for you to coordinate with the rest of your unique financial picture. This decision is too important to be made without all of the facts.


Insurance Strategies

We help protect against the what-ifs in life. In case a loved one is lost prematurely, we provide life insurance strategies for those left behind including plans designed to help protect against the high costs of long-term care, and money-protection strategies for those with a low tolerance for market volatility. Protection comes in many forms.

Pension Maximization

Employees nearing retirement may be faced with difficult decisions when presented with their retirement plan payout options. We can guide you through your options and help you potentially maximize your benefits and coordinate those benefits with the rest of your retirement income plan.

Small Business Planning and Succession

Small businesses face more challenges today than ever before. We help to address the obstacles that entrepreneurs and their employees face every day.

We help answer questions such as:

  1. How will I extract value out of my business when I retire?
  2. How do I properly operate a retirement saving plan?
  3. Who will be my successor, and how do we plan for it?

Book a Meeting Today

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505 North 3rd Street
Red Oak, Iowa 51566 
  •  Tel: (712) 623-5726
  •  Tel: (800)347-9511
  •  Fax: (712) 623-4642
  •  info@planwithmillerfinancial.com
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Dan Miller,  Kaleb Robuck, Marcus Taylor, and Brad Starken are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Miller Financial Group, Inc. is not affiliated with USA Financial Securities.

Dan Miller, Kaleb Robuck, and Marcus Taylor are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AL;AR;AZ;CA;CO;FL;IA;IL;IN;KS;KY;LA;MN;MO;NC;NE;OR;SC;SD;TX;WA. Kaleb: CO;IA;KY;MO;NE. Marcus: IA;MN;MO;NE. For investment advisory services these states include: Dan: AL;AR;AZ;CA;CO;FL;IA;IL;IN;KS;KY;LA;MN;MO;NC;NE;OR;SC;SD;TX;WA. Kaleb: CO;IA;KY;MO;NE. Marcus: IA;MN;MO;NE. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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