Wealth provides options and flexibility - a personalized financial plan from Miner Wealth Management maximizes both.
Customized Financial Planning Solutions
Ongoing Planning Engagement is comprehensive financial planning and investment management services tailored to each client's unique needs, goals, and risk tolerance. We strive to create a personalized financial plan customized to each client's situation keeping their best interests in mind.
Investment Management Services
Investment Management Services are available if you feel the process is too complex and overwhelming. Using our investment management services, you can rest assured that your money is being invested in the most effective way possible.
We look forward to helping you maximize your income and investments.
Our financial plans guide every client to build wealth through increased income, optimized savings and investments, and reduced taxes.
We also provide:
-
Peace of mind at tax time –and all the time!
-
Confidence that your money is working hard for you.
-
A manageable plan that reflects your priorities and fits your family.
-
Improved relationships and communication around finances –and more!
-
Flexibility to live and work (or not) on your terms.
-
Guidance to make a meaningful and lasting contribution to your family and community.