Services
Investment Management
Investment Management
Investment Management
Your best interests are our priority.
Before we manage your money,
the first step is get to know you, understand your financial situation, and learn what's important to you.
Then we build an appropriate investment portfolio to support your goals - whether it's college for kids, a 2nd home, or simply a comfortable retirement while managing the risks of the market, inflation, longevity and health costs. Tax wise strategies are a consistent theme in our investing & planning approach. We manage your investments, so you can manage what's important to you.
Financial Planning
Investment Management
Investment Management
Life is full of decisions, and curve-balls. How do you make informed choices when it comes to your money (and your heart)? You don't have to guess.
Financial planning can help provide options and outcomes for you.
You will get easy to understand advice, options, and action plans, for your decisions - like "Can I retire next year?" Our analytical processes & tools work in the background, for you. I also have 14 years experience in health care & long term care insurance - to provide you insight for those issues too.
Integrated Service
Investment Management
Integrated Service
Investment management, comprehensive planning, tax-wise strategies, and advice for your decisions:
- Retirement income planning
- Guidance in volatile markets
- Social security maximization
- Pension & 401k income
- Tax gain & loss harvesting
- Tax-wise strategies
- Roth conversions
- Gifting & charitable donations
- Estate planning review
- Debt & home loan strategies.
- Medicare & Long term care advice
Fiduciary & Fees
Retirement Income Tools
Integrated Service
Why choose a Fiduciary advisor?
A Fiduciary looks out for your best interests, follows a standard of care & loyalty, and ethical conduct. As a Fee-only advisor, we do not sell products or charge commissions. Our fees (see Disclosures) are lower than Industry average for personalized planning and investment management services, combined*.
Kim Miller, MBA, is an AIF®,
Accredited Investment Fiduciary
Retirement Income Tools
Retirement Income Tools
Retirement Income Tools
Your savings can provide income in Retirement. Dimensional video:
How Much Retirement income do you need?:
https://www.dimensional.com/us-en/insights/how-much-income-do-you-need-in-retirement
How much income can your investments provide?
Retirement Calculator: https://www.dimensional.com/us-en/financial-professionals/work-with-us/retirement-professional/retirement-calculator
Client Site Login
Retirement Income Tools
Retirement Income Tools
Private site for existing clients of
Viewpoint Advisory LLC
Does the 2024 Election Result effect my Investments?
It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. See the Answer here:
Chasing stocks or timing the market...is not investing....
If this feels like your experience, we can help
More Insights
Tune out the Noise The right Advisor can help:
Tune out the Noise The right Advisor can help:
Tune out the Noise The right Advisor can help:
Can you do better than Indexing?
Tune out the Noise The right Advisor can help:
Tune out the Noise The right Advisor can help:
How to Think about Retirement Income
Tune out the Noise The right Advisor can help:
How to Think about Retirement Income
Managing Retirement Income Risks
Financial Planning & Investment Management for you
Schedule an Appointment
Phone/zoom appointments: 9am-4pm PST, Mon-Fri.
Contact me to schedule time outside of those hours.
In-person meetings: For Phoenix & Seattle area, by appointment only. You can contact me, or book online when dates are available: https://calendly.com/viewpt
Viewpoint Advisory LLC
1200 North Main Street #712, Meridian, Idaho 83680
Kim Miller, AIF® Founder and Principal Phone: 206-771-4295 Email: info@viewpointadvisory.com
Disclosures
Viewpoint Advisory, LLC is a Registered Investment Adviser
ADV Part 2 Brochure. (Fees are item 5A):
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=893683
SEC site:
https://adviserinfo.sec.gov/individual/summary/4488984
https://adviserinfo.sec.gov/firm/summary/305164
DISCLOSURE: Investment advisory services are offered through Viewpoint Advisory, LLC (“Viewpoint” or “Viewpoint Advisory”), an investment advisor registered with the State of Washington, Idaho, and conditionally in Texas. The advisor may not transact business in States where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized advice for compensation, will not be made without registration or exemption.
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.
*as of 11.30.23, Viewpoint's average fee per client is .76%. Industry .96%, See Survey from RIA in a Box: https://www.riainabox.com/resources/2019-ria-industry-study-average-investment-advisory-fee-is-96-percent
A Proverb says: "The best time to plant a tree was 20 years ago. The second best time is now."
The Same can be said for Financial Planning.
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