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Michael Patrick Miller

Nurturing Your Nest Egg for a Golden Tomorrow!

Miller Premier Investment Planning LLC

Midlothian

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Miller Premier Investment Planning LLC 11 years, 2 months May 2007 - Present
Miller Premier Investment Planning, LLC 11 years, 2 months May 2007 - Present
Icma Retirement Corporation 1 year, 8 months Aug 2005 - Apr 2007

Designations & Memberships

  • American Association of Individual Investors
    Membership
    American Association of Individual Investors
    The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Articles and Answers

Insights by Michael Miller

How to Maximize Your Wealth in 5 Easy Steps
Published 2016-04-01 14:58:31
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What are the options for a 76 years old non spouse beneficiary to withdrawn inherited funds of a 403b plan?
    First I am sorry for the loss for the beneficiary's son. Because the son was not required to take distributions due to his age there are a couple options available to the non-spouse beneficiary. I am assuming that the inherited funds are still with the 403b provider. Therefore, the first thing to ...  (more)
    Answered Mar 2016
    Can I rollover a previous plan's 401k(5 year guarantee) into my current plan's?
    There may be a reason why the 5 year guarantee option was held back until 2019. If you don't have your original paperwork citing the terms and restrictions of the guaranteed account you can check with your HR department. Someone should be able to produce that information for you. If there are no ...  (more)
    Answered Mar 2016
    How much can I borrow with my 401k?
    The short answer is 50% of your vested 401k balance up to $50,000 reduced by any other outstanding loans you have in the plan.The long answer is you should only do this as a last resort for three main reasons:1) The loan generally has to be repaid within 5 years with a few exceptions. If you fail ...  (more)
    Answered Mar 2016
    Withdrawal pension?
    If you have a pension it is very likely you have different options available to you. It is extremely important that you obtain your options from your employer as Troy mentioned. I would also highly recommend you sit down with a independent fee-only certified financial planner (CFP®) who specialize...  (more)
    Answered Apr 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jun 29, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Nov 9, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on June 30, 2017
        • $25.4M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 32
          number of clients
        • $792.9K
          Estimated Average Account Balance Per Client

      Miller Premier Investment Planning LLC

      Last updated on June 28, 2017
        • $21.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 101
          Accounts
        • $207.5K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements