Jim Miller, Cfp® Email & Phone Number

Indianapolis, In, Us

Greater Indianapolis

While financial strategies can be complicated, our process is not. We align our clients’ intentions with solutions that are simple and effective.Retirement Planning - Making wise decisions about retirement planning requires a clear understanding of taxation, inflation and potential market risks. A well planned retirement income distribution strategy may provide the confidence you need to know you won’t last longer than your money.Wealth Transfer and Charitable Giving - The decision to pass on a legacy to future generations or make a charitable contribution is not only personal, but it may have significant financial implications too – for both you and the recipients. Understanding how to maximize the value of your legacy and charitable gifts can enhance the impact they have while enhancing the financial benefit to you.Business Succession Planning - For most family and closely held businesses, planning for succession is challenging and takes a back seat to more immediate concerns. Yet succession planning typically maximizes opportunities and potentially creates a multi-generational business that embodies the family’s values for generations to come.Investments - Sorting through the myriad of available investment options can be complex and overwhelming. With more options than ever before, a proven process to identify effective investments that align with your unique intentions can provide simplicity and peace of mind.Protection - Insurance can provide the security of knowing your most important intentions can be accomplished under any circumstance. As the foundation of an effective financial plan, insurance provides the delivery of money at the time when you or your family need it most.

Signature Healthcare specializes in helping Hospitals and Physician practices overcome the increasing compensation demands of attracting and retaining top level physician specialists, through creating tax favorable compensation strategies. Our focus is on the Rural Hospital market and physician practices both within and outside of hospitals. One solution we provide through our strategies is DOCS (Deferred On-Call Solution). This is a next-generation on-call pay methodology aligning the interests of hospitals, their on-call physicians, and the community they serve. It brings hospitals and physician groups together to partner in developing a transparent program that both controls on-call compensation budgets and provides physicians with a “best practices” determination of the fair value each specialist brings to serving the community’s health care needs.Why DOCS?DOCS is an advanced compensation/benefit strategy developed and delivered by a team of professionals combining expertise in:• Nonqualified benefits• Health care law• Health care consulting• Plan administrationFind us at www.Signature-Healthcare.com

Indianapolis, Indiana Area

Served clients in the capacity of Financial Advisor, helping to build financial strategies relative to their overall planning.

Greater Nashville Area, Tn

IT Consulting - Clients ranged from schools to small businesses in the Greater Nashville, TN area.

Miami/Fort Lauderdale Area, Litte Rock, Ar, Punxsutawney, Pa

• Increased overall project productivity by over 400% from $60K a month gross to just over $260K in 9 months.• Motivated and challenged employees to perform their best while displaying pride in their work.• Cultivated projects from new to over 40 employees from the ground up.• Decision maker for all new hires and terminations.• Performed employee reviews to ensure adherence to company performance guidelines and policies.• Responsible for overall safety (OSHA standards), training, and QC/QA programs.• Provided weekly Payroll for all employees to HR, entailing the aggregation of hours, piecework and incentives for each employee.• Conducted regular client side meetings to ensure the highest level of customer service.• Primary liaison and administrator for all AR and AP issues.• Ensured the proper reconciliation and collection of all submitted invoices against AR records.

Miami/Fort Lauderdale Area

• Responsible for design and implementation of marketing strategies.• Kept abreast of market trends and opportunities for generating sales.• Identified, qualified and prioritized potential customer relationships that enabled revenue growth or new market penetration.• Responsible for translating customer needs into simple to use applications.• Worked closely with customers through the full SDLC process.• Cultivated and developed strong business relationships and strategic alliances.

Miami/Fort Lauderdale Area

• Developed and implemented security solutions involving hard wired security, CCTV and remote camera systems. • Managed all systems design, implementation, installation, administration, network monitoring, backup and software migration.• Wrote detailed descriptions of user needs, program functions, and steps to develop or modify applications.• Directed and oversaw network infrastructure construction and wiring, providing customers a solid infrastructure, and higher quality of service.• Project Manager for multiple accounts concurrently.

Miami/Fort Lauderdale Area

Greater San Diego Area

I am a former U.S. Navy NCO assigned to the USS Cushing DD-985 as part of the Destroyer Squadron 15 and proud to have served along side some pretty amazing people!

Bachelor Of Technology (B.Tech.), Information Technology, Summa Cum Laude

Business Administration And Management, General, 4.0

Attended while serving abroad.