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Miller Management Inc. / MMI Investments

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Miller Management Inc. / MMI Investments

Mission statement:

Our mission is to provide consolidated, expert financial advice and services.

Overview:

Miller Management, Inc. is a full service integrated financial planning firm serving:
Self Employed
High Income Professionals
Corporations & Trusts
Professional Entertainers & Athletes
Miller Management, Inc. has done the following for their clients:
Saved a corporate client over $25,000 in tax per year for the last 2 years
Saved a corporate client over $33,000 per year and streamlined operations to improve per year
Presented a plan to minimize an individual tax by 60% in the current year
Helped restructure a corporate client's debt to improve cash flow by $419,000 per month over a 3 year period
Developed a financial plan for a retired client to increase cash flow by $25,000 per year with minimal tax increase
Designed a custom plan for the owner of a mid-market business to save over $1 Million the first year and $200,000 in subsequent years
Saved over $40,000 in tax for owners of a start-up business
Helped the owner of a fast growing start-up to acquire a $700,000 loan to acquire a competitor
Helped a client minimize tax by accomplishing estate planning goals and generating over $300,000 in current year deductions
Helped a client avoid a $37,368 Capital Gain

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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