Paul Miller Email & Phone Number

♦ As a Wealth Management/Financial Advisor, I provide financial strategies, advice, and guidance to successful individuals and business owners. I am committed to providing premier service and access to exclusive resources to assist my clients in reaching their personal and financial goals.♦ I listen to clients to fully understand the current situation, future objectives, and potential concerns. I then create customized investment strategies designed to help them achieve their financial and life goals.♦ Many investors are tired of riding the "roller coaster" (stock market) and using the same stock, bond, and mutual fund choices in hopes of carving out returns. We use well researched, exclusive, 3rd party managers who have your best interests at heart.♦ I specialize in investments that employ a significant "Alignment of Interest" in putting investors returns first and creating much stronger alignment between fund managers, investors and advisors.Many common financial products are designed to benefit the people that create and distribute them, which can often mean that there may be a mis-alignment of interest. We are different, in that we are held to a Fiduciary Standard.♦ I enjoy partnering with individuals and business owners in Retirement and Estate Planning by growing and protecting their assets, as well as guaranteeing income for life and peace of mind.♦ My specialties include: Estate/Retirement Planning, minimizing taxes, avoiding probate, lifetime income, asset preservation, legacy planning, life insurance, critical illness/disability coverage, medicare supplements, managed portfolios.⇒⇒ I invite you to connect with me here on LinkedIn, and welcome the opportunity to schedule a call or meeting. I can be reached at (269)365-9171 or at pmiller@artesianfinancialgroup.comInvestment Advisor Representative, investment advisory services offered through Foundations Investment Advisors, LLC, a SEC registered investment advisor.

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Leadership, and 62 others.

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  Western Michigan University

  Mechanical Engineering