Clientele Services

MW Miller Financial, Inc., in conjunction with Tarkenton Financial, LLC works with investors to help them protect their financial assets and live the life they deserve. Here are some of our services:

Investment Management:  To Increase and Protect Your Assets and Income—specializing in safe-money investments utilizing the finest institutional money management strategies (Best in Class) available today.  

Estate Planning:  MW Miller can show you ways to combat estate taxes, maximize inherited assets and plan for long-term charitable donations. Even if you have a living trust, you will still pay estate taxes, unless you take steps to minimize these taxes.

Tax Planning:  Most Americans are overpaying Uncle Sam not because of lack of deductions, but because of poor long-term tax planning. MW Miller shows our clients ways to structure assets and portfolio allocations to maximize the tax benefits. In many cases, MW Miller clients have saved tens of thousands in unnecessary taxes. 

Annuities and Life Insurance—Get the highest returns to shelter assets and defer taxes. Call our office at 913-327-5464 to learn of the highest annuity rates in the country.

How is MW Miller Financial different than my Brokerage Firm?

Have you ever felt that your commission-based stockbroker was calling you to buy or sell a stock or mutual fund just to make a commission? Worse, have you ever seen transactions on your statement you did not authorize?

MW Miller Financial often receives advisory fees from the companies our clients do business with. This means that 100% of client's assets go to work for them immediately. In other cases, our fees are paid by the client in the form of a yearly advisory fee of approximately 1-2%.  We are not stockbrokers. MW Miller is a Registered Investment Advisory firm providing a methodical method of managing money that has been proven over time.

What About Safety?

Many accounts are held at TD Ameritrade Institutional, one of the largest discount brokers in the United States. Compared to Charles Schwab, their fees are approximately 20% less on stock transactions and up to 500% less on bond transactions. Every TD Ameritrade Institutional account is insured up to $50 million. Other accounts are held in custody of some of the biggest and strongest insurance companies and mutual fund companies in the industry. In compliance with State and Federal regulations, MW Miller never takes custody of your funds.

What Can MW Miller Financial, Inc. Offer That Other Brokers and Planners Do Not?

One of the areas in which MW Miller specializes is in helping clients reduce their taxes. MW Miller does not pretend to know everything, however, we are confident we know more about the financial risks and opportunities of complete wealth management than most firms in the Kansas City area.

For example, most people think that there is no escape from taxes on IRA withdrawals. This is not true, and MW Miller can show you why. Many people think that a living trust removes estate taxes. This is also not true. Many people do not realize that there are two assets double taxed at death.  Most people think that the sale of real estate is always taxable event and MW Miller can show you at least four ways the tax can be minimized. These are just a few traps we show our clients how to avoid.

MW Miller Financial challenges all other financial professionals to offer the quality of counsel we give to our clients. We focus on areas overlooked by most stockbrokers, accountants, and financial planners who are only aware of the basic methods associated with investing and wealth management. We often use methods that are less commonly known (yet well documented and safe) and provide powerful benefits to our clients.

MW Miller Financial first educates clients about alternatives and then assists them to implement  proper solutions that can enhance their wealth and ultimately, quality of life.