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  Business Succession Planning

At the Miller & Wade Insurance Agency, we care about our client's overall financial health.

This is why we offer services above and beyond the traditional investment strategies, retirement and life insurance. We offer:

Comprehensive Financial "Fee" Planning - A well-designed plan today, may save you thousands of dollars tomorrow depending on your situation. Experience has taught us that the most effective planning is possible with an accurate, focused and long-range financial model. Without it you aren't planning. You're just guessing.

Business Success Planning - Currently in development.


Miller & Wade Group

3311 North University Ave, Suite 275
Provo, Utah 84604
801.377.1990
800.508.1144
Salt Lake City: 801.290.4753
St. George: 435.634.7333

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