The Power of Choice

One size almost never fits all – especially when it comes to your financial needs and goals. That’s why The Miliare Group offers products and services from over 175+. trusted providers.

Products & Providers

The Miliare Group, through our connections with World Financial Group and TransAmerica. Has access to a vast selection of financial strategies and services from some of the most well-known providers and carriers in the industry. In fact each provider we partner with must be rated A or higher by industry standards. Here are a few of the quality providers we represent:

As a non-captive agency, we are free to chose the best products from the almost 200 top-rated companies on our platform, all at no cost to our clients.

Real Life Solutions

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.

Debt Relief

Many people suffer with too much credit card and loan debt, making it tough to start on the path of financial growth and security. We show them ways to get out of debt in the fastest time and the least cost, without bankruptcy.

Insurance Protection

Those with loved ones or assets need to protect them from loss of income, which we usually cannot predict. We help clients get that protection, and peace of mind, as affordably as possible.

Retirement Strategies

One great fear people face is running out of money in retirement. We understand that fear and offer strategies to prevent that, and to grow wealth, not just to survive, but to thrive and make your dreams a reality. We can show you how to have a very comfortable, tax-free retirement.

College Funding

For parents of young children, we have an option that is far superior to the traditional 529(b) tax plan, one which can benefit that child for a lifetime.

Long-Term Care

A plan to cover the expenses of long-term care is often overlooked but can be extremely important, even if the need seems distant, as they can devastate a family. Now is the time to make sure that need is covered.

Protecting Your Legacy

Without a plan to protect your legacy (an estate plan that includes a will and trust), your estate can be subject to legal action and a big tax bite, and not go where you would have wished. We work with legal professionals that can set up the proper plan for you as part of your financial strategy.

Business Solutions

Small and medium-size business owners need financial and insurance solutions for themselves, their employees, and for their companies. As licensed financal professionals, we can show them how to offer benefits that work and ways to protect their companies.

The number of Americans who say they are living paycheck-to-paycheck1

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The number of American households that lack life insurance; 20 percent of households with children under age 18 are uninsured2

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