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.
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Service & Fees
We offer two services: Investment Management and Financial Planning. First we define the financial planning assignment, then assemble our proposals.
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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.
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Trusted Financial Advisors’ Latest Commentary
Market update March 16, 2020
"Trust in God, but tie up your camel" attributed to the Muslim prophet Muhammed
"Though April showers come your way, they bring the flowers that bloom in May" as sung by Al Jolson in 1921
Suppose I told you about an investment that could lose you money but has a 97% likelihood of being profitable? Would you consider this an investment with good odds of success? According to most health experts who have been observing the progress of the Corona virus (AKA “Covid 19”), only 3% of those who contract the virus die. Looked at another way, 97% of those who contract it survive. For the 8 out of 10 who become infected, the course of the illness, for people in good health, is relatively mild. While I have no desire to minimize this health challenge we face, I cannot but wonder at the extent of the equity market swoon it has prompted. The media, the markets and many in government, education and the entertainment world are reacting as if this were something out of one of those apocalypse movies. Are they overreacting? Let’s examine. READ MORE