Financial Decisions Don’t Have to Be Confusing
Clarity for life’s most
important financial
choices
We help people make informed financial decisions by connecting them with licensed professionals who prioritize education, transparency, and your unique situation.
55%
of adults have saved
enough to cover three months of expenses in an emergency fund; 30% cannot cover it at all.
Source:
54%
of U.S. adults say
they know a fair amount about personal finances — leaving nearly half without solid confidence in money management skills.
Source:
67%
of people are living
paycheck to paycheck, making financial progress difficult.
Source:
"Having somewhere to go is home. Having someone to love is family. And having both is a blessing."
"Having somewhere to go is home. Having someone to love is family. And having both is a blessing."
Our Vision
To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.
Our Mission
For Families
To help everyday families get the financial education, protection, and independence they need to pursue their dreams for tomorrow.
Browse Our
Products & Providers
The Miliare Group financial professionals help many of the industry’s top financial services and insurance companies bring their products to families throughout North America.
There are two primary ways we hope to assist with your financial future.
01
By helping you reach your personal financial goals for yourself and your family.
How much money will you need to live the way you do now when you’re retired – or to provide for your family if you were to lose your income? Confronting questions like these doesn’t have to be scary. With knowledge, strategy, and action, we can work together to help you reach your goals and pursue a future of financial independence.
02
By helping you build a rewarding business as a financial professional.
If you had the opportunity to be your own boss and build your future by helping others work towards financial independence without quitting your current job, how long would you wait? Not only will we show you how – we’ll help you do it.
Real-World Products
Our focus is to change lives by matching education with common financial tools and strategies that help families overcome real-life financial challenges. The knowledge and ability to save, protect, and grow money is something everyone should have access to.
Insurance Protection
The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled.
Retirement Strategies
A key to any financial strategy is preparing for retirement. You'll be able to offer people a variety of options to help them prepare for their leisure years.
College Funding
Whether preparing to send the first - or fifth - child to college, many families can benefit from the help of a financial professional.
Legacy Strategies
Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended.
Long -Term Care
A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future
Business Solutions
Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business.
SIX STEPS TO FINANCIAL INDEPENDENCE
Charting your Financial Future begins with these Six Core Concepts
Contact me today to look at your individual circumstances and see where you are with the Six Steps to Financial Independence.
Cash Flow
Proper Protection
Debt Managment
Build Wealth
Emergency Fund
Preserve Wealth
Let the numbers speak!
We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you
01
Entrepreneurs
02
Families Helped Since 2001
03
Product Providers
04
Home Office Employees
Client Success: Highlight how your firm helped clients
Full range of consultancy & training for data consultation strategic ways for business.
Miliare Group Reviews
Achieving Financial Goals Together
Building wealth, creating futures.
Trusted financial consulting firm providing expert guidance and personalized solutions to help clients unlock their full financial potential.