William C. Miller, CFP®
Wealth Advisor
For nearly 40 years, William C. Miller, CFP®, has successfully worked to craft financial plans for families and business owners trying to figure out a blueprint for a more secure future.
“We really try to blend all the different components of a financial plan together so they’re in sync and then we implement the solutions that resonate the most with the client,” he says.
At Miller Wealth Advisors, Miller and his team focus on five key areas where they deliver for their clients. They start with clarifying the client’s goals and setting the core fundamentals of a retirement plan. Second, they make sure the investment management plan aligns with those goals. Third, they collaborate with the client’s estate attorney to make sure estate planning is done accurately and seamlessly. Fourth, they put an insurance strategy in place to prepare for life’s unexpected events. Last, they help minimize the tax burden of the investment strategy by working in tandem with the client’s accountant.
Miller and his team bring together a wealth of experience and knowledge across a range of topics that enables them to get those things right.
“We have the expertise to advise on all of these issues so you’re not running around as a client trying to get your insurance plan done somewhere else while you’re doing the investments with us,” Miller says. “We can help you through all of that.”
That competence extends to the community, where Miller is admired for his steady and principled leadership. For instance, he is wrapping up a tenure as the president of the Greater Boca Raton Estate Planning Council, a group comprised of more than 200 local estate planning professionals. And in 2023, the Jacobson Jewish Community Foundation at the Jewish Federation of South Palm Beach County honored Miller for his outstanding service to the community at its annual Irving Eckhardt Mitzvah Society Celebration.
“What I value most about my work is helping people improve their financial well-being — whether it’s enjoying a worry-free retirement, transitioning a business to the next generation, or leaving a lasting legacy,” Miller says. “On top of that, the opportunity to form close relationships with my clients is something that gives my work a sense of purpose and personal connection.”
Miller Wealth Advisors LLC, 1001 W. Yamato Road, Ste. 306, Boca Raton, 561-613-0130, millerwealthadvisors.com
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC
Investment Advisory Services offered through ValMark Advisers, Inc., a SEC
Registered Investment Advisor, 130 Springside Drive, Suite 300, Akron, OH 44333, Tel 800-765-5201
Miller Wealth Advisors, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
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