Miller Tau Financial Group a boutique financial planning group, will help young professionals with or without children by developing strategies to maximize their financial growth and investments. Miller Tau makes peace of mind for its clients a number one priority while helping them meet their life goals.
Miller Tau Financial Group will be at the New York Baby Show on May 20 and 21, at Pier 94.
The nation’s largest show for expectant and new families, the New York Baby Show is a wonderful family-friendly mega-event featuring everything to do with maternity, baby, and toddler. From top products to trusted parenting experts, the New York Baby Show welcomes thousands of expectant and new parents from New York City, the Tri-State area, and beyond!
Tickets to the New York Baby Show are $30 per family, and $20 per individual.
To learn more about Miller Tau Financial Group, we spoke with Rebecca Miller, the company’s co-founder.
For someone unfamiliar with Miller Tau Financial Group, how would you describe the company’s mission and core offerings?
Miller Tau Financial Group helps busy young professionals make the most of their limited personal and family time by designing strategies for their dollars to work harder. Many of our clients had no time to devote to managing their finances before we met, and they only had time to focus on their daily routine. On top of that, many were investing into strategies that no longer suited their lifestyle and needs.
Once we began working together, we helped them identify that their hard-earned money may be prone to risk, loss, or too little growth to meet their meaningful goals. Uncertainty was causing them stress and they didn’t feel in control of their money. We offer our clients peace of mind, satisfaction, and confidence by aligning their finances with their unique goals. Ultimately, we work hard for our clients so they have one less thing to worry about through the ups, downs and unknowns in life.
Tell us about the company’s background. When did it start and how has it evolved since then?
Adam Tau and Rebecca Miller founded Miller Tau Financial Group in 2016, as boutique financial services based in lower Manhattan. Miller Tau is managed by a dynamic husband-and-wife team, making it incredibly unique to the industry. With our combined level of experience and expertise, we take a team approach to advising clients on the right investment strategies and solutions. Ultimately our customer service and personal attention sets us apart. We are straight-forward and thrive on service. We educate our clients and we have fun doing it!
What are the most popular and/or newest services from Miller Tau Financial Group?
We are proficient in college planning strategies and retirement planning. We also work with to attain balance in their asset allocation and protection models – making sure that they are optimally protected from the unexpected (such as sickness or illness, lawsuit, and taxes).
What sets Miller Tau Financial Group apart in the family financial planning sector?
We are managed by a husband-and-wife team, which many of our family planning clients find relatable. We can speak personally and professionally on matters such as combining family income and making choices that work for the household. At our core, it is meaningful to us to educate our clients on their options when it comes to savings goals, college planning, managing risk, and retirement planning—-we are known for taking our time with our clients and building long, solid relationships through life’s changes. Life as a new parent can feel hectic and unsettled—we offer peace of mind that the financial decisions they make are in line with what’s best for their family.
What can parents expect from Miller Tau Financial Group at the New York Baby Show?
You have the chance to become your own superheroes at our booth—become Super-Parents! There will be delicious desserts for visitors, as well as a raffle prize for a complimentary custom dessert table (valued at $500) by All Things Lovely And Sweet for an upcoming birthday party, baby shower, or party. Plus, we have adorable and educational savings boxes to give away for our little visitors to give them a head start on savings, spending, and charitable giving. They can even learn how to balance a checkbook with us. Desserts, photo ops, and education….we’ll see you there!
To learn more about Miller Tau Financial Group, check out millertau.com.