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Miller & Hurt Wealth Advisors

  •  Tel: 3216322996
  •  Fax: 321-632-5292

    Miller & Hurt Wealth Advisors

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    Proactive Planning

    for a solid future

    Helping You

    manage the changing face of life

    Achieving Success

    by Working Together

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    1. Home
    2. About
    3. Our Approach

    Our Approach

    The professionals at Miller & Hurt Wealth Advisors believe in a needs-based approach to help you develop your financial strategies.

    Let us help you answer your financial questions and develop a plan that’s focused on helping you work toward your goals.

    We follow a carefully guided process which is developed to help educate you prior to us making any recommendations.  This allows you to have ownership and confidence in your decision to work with our firm.


    Our Process

    01DiscoveryIntroduction and Interview

    02EducationFinancial Product Education

    03Strategic DiscussionFinancial Strategy Meeting and Recommendations

    04ImplementationImplementation and clarification of the plan

    05MonitoringOngoing Review and Modification

     

    Request a No-Obligation Financial Review

    About

    • Our Team
    • Our Philosophy
    • Our Process
    • Community Involvement

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    182 Barton Blvd
    Rockledge, Florida
    32955 United States

    •  Tel: 3216322996
    •  Fax: 321-632-5292
    •  charlene.delaney@securitiesamerica.com

      Securities America Form CRS

      Securities offered through Securities America, Inc., member FINRA/SIPC.

      Advisory services offered through Securities America, Inc.

      Miller & Hurt Wealth Advisors and Securities America, Inc. are separate entities.

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