The advisor listed is an Ameriprise financial advisor in Houston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Our team takes a unique and collaborative approach to the financial planning process called Dream > Plan > Track >. It all starts with your dreams; along with a strategic plan that covers your needs in the context of your entire financial picture. Once MILLER & SWOPE establishes a firm direction, we work with our clients to provide solutions and help them take action. Together, we review and track progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time. Because we work as a team, our practice enjoys depth and diversity in our combined skills and experience. Youll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team's particular focus in retirement planning is supported by professionals with backgrounds in many fields, so youll have confidence in the guidance you receive and the strategy you develop with your advisor. Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.