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Our Services

At Miller Financial, we provide experienced assistance in the following areas:

Investments *

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Variable Annuities

Financial Services *

  • Retirement Plans
  • Tax Strategies
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

 WFS does not provide tax and/or legal advice.  However, Patrick Miller will work with your attorney or independent tax or legal advisor.