Our Services
There are many financial products in the market, and so choosing the ones that can help meet an individual client’s needs can be complicated. Informed decision about the products in any portfolio are best made after an assessment of individual needs. A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the appropriate financial products and services.
At Miller & Hurt Wealth Advisors we provide assistance in the following Product and Services:
Services
- Traditional & ROTH IRAs
- Income Planning
- Estate Preservation
- Legacy Planning
- Business Continuation
- 401(k) Rollover
- Buy-Sell Agreements
- Key Executive Plans
- Charitable Trust Planning
- Financial Planning
- Investments
- Portfolio Management
- Long Term Health Care Planning
- Elder Planning
- College Funding
Products
- Mutual Funds
- Variable Annuities
- Fixed Annuities
- Equity Index Annuities
- Stocks
- Long Term Care Insurance
- Annuity/Long Term Care
- Life/Long Term Care
- Disability Income
- Variable Universal Life
- Fixed Universal Life
- Whole-Life Insurance
- Term-Life Insurance
- REITs (Real Estate Investment Trust)
