Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
Our Mission
Our mission is to simplify your financial life. We strive to be the "first call" you make when any financial issue arises. If it is outside our area of expertise, we will put you in touch with a qualified professional. We aim to be the resource for your entire financial life, from college funding, retirement planning, risk management, insurance, wealth transfer, estate preservation and more. A long-term relationship based on trust and open communication is our goal.
The MiyeWire, LLC Client Experience
Our firm adds ease and simplicity to the complex and often daunting process of financial planning. We maintain an exemplary level of open, efficient, and thorough communication with our clients with whom lasting relationships have been cultivated. Our firm provides an atmosphere of transparency, where clients can feel confident that their accounts are being managed efficiently and that our staff is always available to provide information or assist with issues. Our firm provides more than a financial plan, we provide a helping hand to implement the recommendations we make and structured follow up to ensure that clients make progress in their financial goals. Most importantly, our clients are certain that we are invested in their financial futures because we value them independently as people.