Today’s Investor is confronted with a number of investment choices. In order to make the most of your investment dollars, you need the benefit of a professional financial advisor who understands you financial goals as well as the complex investment environment. I have over 30 years experience in helping individuals make smart investment decisions with their money. I have helped individuals that are just getting started, as well as the millionaire who is enjoying retirement.
We can manage your investment through a commission account or a fee-based account.
Fee-based asset management gives you the flexibility of changing investments, as your needs may change, without being charged a commission. Fee based asset management also allows you to consolidate assets under one program.
All forms of compensation are fully disclosed and agreed upon before an investment is made.
I want to do the best for my clients so I start by getting to know you. I want to know what is important about money to you. I also do a comprehensive risk analysis so that we can recommend the most suitable investment. Click this link to find out your risk number.
We also keep you informed by doing Quarterly Performance Reports, Portfolio monitoring and you get Realized Gain/ Loss Reports for tax time.
We offer timely seminars to address current investment issues.
We are accessible through Face book, LinkedIn or our website.
In addition to my investment business, I produce the West Texas Tribune, a community based newspaper.
Other areas of involvement include serving as an Elder at the Baker Heights Church of Christ, Christian Service Center Board of Directory member of the Abilene Black Chamber of Commerce and the Abilene Chamber of Commerce, Greater Kiwanis Club of Abilene and Better Business Bureau Accredited Business.
I am married to Marilyn Frazier-Miller; we have three grown children and two grandchildren.