Troy E. Miller, CFP® 

CONNECT

Address:

720 Stoneridge Dr. Suite 2
Bozeman, MT 59718

Phone:

406-404-1731

Fax/Other:

406-404-1733

How We Help You

 

  • Through Coverdell accounts and 529 plans, Troy can help families save years in advance to pay college costs. But those basic strategies are just a start. 
  • Troy uses cutting-edge strategies designed to take families into lower tax brackets. 
  • He helps families reduce taxable income and save money that they can put toward retirement, often without touching home equity.

Troy analyzes each family's financial situation and uses tax-saving strategies designed to help families shift income into a lower tax bracket. The potential tax savings can be used to pay education expenses, and any savings allow a family to put more money towards retirement accounts. 

College costs do not have to compromise retirement dreams. A great education and a great retirement can occur simultaneously. Troy Miller can provide college planning and retirement planning to help meet your family's needs. 

 Your farm - your ranch

We'll help you identify important points of discussion and prioritize your goals. To prepare for you first meeting with us, take advantage of our tools and resources: 

Call 406-404-1731 or e-mail Troy today with a question - or to request an appointment. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck