Trusted Financial is now accepting clients!
Please contact us!
1-949-249-2057
Trusted Financial Advisors – Gary Miller: Certified Financial Planner®
serving Orange County, California and
investors throughout the United States.
We are authorities in the following services:
- IRA Rollover
- Financial Planning
- Retirement Planning
- Investment Advice
- Wealth management
- Portfolio management
- Insurance needs analysis
- Annuity review
- Income tax analysis
- Estate Plan analysis
- Business planning
Why We Are Unique:
Few financial advisors match the depth and variety of our years of investment experience. We have advised people during market crashes, high inflation, soaring stock markets, wars, political uncertainty – you name it – over a 30 year span. We have direct experience in stocks, bonds, options, real estate, estate planning, financial analysis, corporate cash management and risk management.
Why We Are Proud:
We are proud of the strong relationship of trust we have developed with our current clients and urge sincerely interested prospective clients to speak with those we currently serve. Please contact us for references.
Why We Enjoy Our Work:
We enjoy being trusted by our clients. Our name is also our calling.
Investment Principles
We have learned through many years of investment experience that it is vital to have clearly articulated investment principles and to follow them.
READ MORE
Service & Fees
We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.
READ MORE
Current Commentary
We relate the latest business news and how it is affecting our clients. We offer many helpful tips, advice for all investors including our valuable 2 cents.
READ MORE
Trusted Financial Advisors’ Latest Commentary
Market Update August 20, 2021
Market Update August 20, 2021
Despite a wave of bad news, especially headline risk for leading Technology giants like Google, Facebook and Amazon, the broader indexes have managed to advance to record highs. Let’s summarize a few of the worries:
- Reduced stimulus by the Fed: Recalling the bond market swoon in 2013 (AKA “Taper Tantrum”), when Ben Bernanke’s Fed sought to reduce bond purchases, market commentators have warned of a repeat. I’m not too worried that once the Fed scales back from buying $120BB of T-bonds per month, markets will freak out and collapse. Yet, demand from an aging global population of investors seeking safety suggests that the private sector can readily replace the Fed as it tapers down its buying of T-bonds, thus preventing a sharp rise of interest rates. Even a rise of T-bond yields to 2% or even 3% is unlikely to cause a recession.
- Another Covid Crash? A “Delta” variation of Covid 19 is on the loose! Are we about to lock down the economy again? To paraphrase David Kelly of JPMorgan: “as the virus develops variants, the world of commerce develops variants as well, and rapidly, […]
Trusted Financial Advisors
Certified Financial Planners (CFP)®
serving Orange County, California
and investors throughout the United States.
As Certified Financial Planners (CFP)®, we serve clients whose investment and retirement accounts total $500,000 and greater and who are looking to delegate investment decision making so they may attend to their busy schedules. Our current clients include physicians, software developers, business owners and retirees from all walks of life.
We are authorities in the following services:
- IRA Rollover
- Financial Planning
- Retirement Planning
- Investment Advice
- Wealth management
- Portfolio management
- Insurance needs analysis
- Annuity review
- Income tax analysis
- Estate Plan analysis
- Business planning
Why We Are Unique:
Few financial advisors match the depth and variety of our years of investment experience. We have advised people during market crashes, high inflation, soaring stock markets, wars, political uncertainty – you name it – over a 30 year span. We have direct experience in stocks, bonds, options, real estate, estate planning, financial analysis, corporate cash management and risk management.
Why We Are Proud:
We are proud of the strong relationship of […]