Approximately 5% of America holds all the wealth. Makes a person wonder if that 5% knows something the other 95% doesn't know.  Well... They do have knowledge of where to put their money to make their money work for them.

My goal is to share that knowledge with my clients to allow them to work smarter, not harder, when it comes to their money.

As a non-captive agent working with over 190 A-rated companies, I don't have a parent company telling me that I can only promote the parent company products. Instead, I have the freedom to find what works best form my clients, providing them with options, a major factor in giving them more power over their money.

This mathematical formula is used to calculate compounding interest. It breaks down how long it takes money to double at a given interest rate.​ How long will it take your money to double where it is now?

The Miliare Group has a 6 step financial plan. Some people only need help with one step, some need help with all of them. Our  clients decide how they want their money to work for them and we guide them  along the way, presenting them with the options and tools to put that money to work for them.