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Welcome to

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Reimagine Your Dreams.

Financial freedom begins with the right vision.

Changing Lives,
Growing Businesses,
and Building Legacies
of Freedom, Wellness, 
Purpose, and Happiness.

I have been advising individuals, families, professionals, entertainers, athletes, businesses, and even governments, for more than five decades. My background includes investment banking and wealth management at major firms (Lehman Brothers and Bank of America). With an extensive global network, I am supported by the best and the brightest in the financial services. industry. Let's talk about what I can do for you.

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Your Relationship With


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How you feel about wealth, to a great extent, affects what you believe about wealth. And, what you believe about wealth determines entirely how you go about creating and protecting it.

Contrary to what most financial "expects" would have you believe, building and protecting wealth has little to do with clipping coupons and skipping your daily Starbucks Frappuccino. Building and protecting great wealth, in the final analysis, has everything to do with your relationship with money. And, with acquiring and maintaining an abundance mentality instead of a survival mentality.

Money is not evil. Money gives us the power and freedom to choose our individual lifestyle, chase our dreams, dance under the stars, and continue to positive impact the lives of others and, hopefully, leave this world just a little better than when we arrived.

Compared to our entire past American Experience, these are not "turbulent" or "challenging" times. We have survived much more "turbulent" md "challenging "times. The spirit of the American people is always moving forward. 

This is the absolute best time to be living in America for those of us with the ability to dream; and, with the passion to make those dreams come true. Eighty trillion dollars will be changing hands in the next twenty years. Are you positioned to capitalize on this great wealth transfer?

Here's how I will help you reimagine the way you build
and protect personal wealth.

Do you want to live the life you've always imagined? Of course, you do. Your personal wealth is determined by your relationship with money. I am not a money manager. There are computer programs that can manage money better than anyone else. I am not a financial planner. There are software programs for that, too. I don't have any letters after my name. But I do have the ability to help you define how you feel about money - and teach you how to transform your relationship with money to create and protect great wealth.


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The American Dream Has Changed

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My ancestors sailed from London to Boston in 1635. They were part of "The Great Migration" (1633 - 1635) during which 30,000 people left England to travel on wooden ships to New England. The emigrants were mostly from the English middle-class, self-reliant, and motivated to start new lives without government control, exploitation, and harassment. They sought an opportunity to own a home, maybe some land to grow crops, and maybe a shop where they could earn money. They were in pursuit of "The American Dream". They were willing to leave everything behind, expose themselves to danger and hardships, and start over in exchange for a new life in "New England". 
Long before "The Great Migration," Native Americans were already living their own version of "The American Dream". The lived  off the land they loved and respected  and were guided by native values. Many were hunter-gatherers and lived nomadically. They were so busy living the "now" that they didn't have time tp be depressed - or even think about "retirement".
So, for the next three hundred years or so, the "New Americans" aggressively pursued their dreams at an extremely high cost to Native American societies and the land that they loved. Their values were drastically different that those of the Native Americans. For the most part, the immigrants were willing to do anything and everything "to get ahead". They wanted to get as far away from their past lives and believed that their hard work and sacrifices would "someday" pay off. 
But all that started to change around the middle of the last century. That was about the time American Playwright Arthur Miller wrote "Death of a Salesman". It's a sad story about a salesman, Willie Loman, and his struggle for success and the disappointment 
What's YOUR version of the "American Dream" and how, and when, are you going to make your dreams come true? Willie Loman, and millions of other Americans thought that they only had to report to a factory or a store or sell something door-to-door for forty or forty-five years and then they could comfortably "retire".
Well that train has left the station. And, probably the only place it ever existed was in Fantasyland. Millions and millions o Americans are struggling to survive between Social Security checks and/or other retirement benefits. Traditional retirement planning strategies were blown out the door during the pandemic. Few, if any, retirement plans projected the high rate of inflation and the low returns on investments we are currently experiencing So, what's the answer?
The answer is NOT as easy as just cutting expenses. There are only two viable strategies. First, increase ROI - get more bang for the buck out of your assets. If that doesn't work, Plan B is to create additional streams of income through business ventures or even gigs and side hustles. 
If you want to make money, either full-time or part-time in financial services (real estate, lending, life and health insurance), I will show you how. I will help you get licensed, train you, and personally mentor you.

And I don't know a soul who's not been battered

I don't have a friend who feels at ease

I don't have a dream that's not been shattered

Or driven to its knees

American Tune

Paul Simon (1973)


It all starts

with a complimentary

online consultation.

Contact me to find
your way to a happier financial future

Robert Miller


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Are you ready to make your dreams come true? With the right help, great things can happen.
Let's do the impossible together.
Expect the extraordinary.

Discover your untapped potential and reimagine the way you build and protect wealth by changing your relationship with money. Dance on the edge (always). Reach under the stars (all of them). Take risks (calculated ones). Don't be afraid to color outside the lines (and even erase some in the process). Turn an ordinary life into an extraordinary one. Begin your journey now!

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