At Millar Financial we believe there are better ways to spend your retirement than worrying about your finances. We provide personalized advice on how to manage your retirement so that you can spend more time being retired. We also provide advise and support to families confronting disabling illnesses or other challenges and are well known for our work integrating your financial plan with available public benefits and eldercare planning.

We are dedicated to providing professional and compassionate assistance to our clients with a commitment to offering something back to the community. 

We offer a variety of personalized services including:

• Millar Financial - Advisory Services

Comprehensive advisory services for those in retirement including tax planning, estate planning, budgeting, cash flow planning, etc.  We help to minimize the financial challenges that many face in retirement.

• Millar Financial - Eldercare Services and Asset Preservation

The high cost of health care is the greatest burden to many in retirement.  We offer services to assist in planning to pay for the cost of long term care when insurance is no longer an option.  We assist with asset preservation utilizing both investment and public benefit strategies that can preserve assets to care for a well spouse or to benefit heirs.

• Millar Financial - Investment Advisory Services

Millar Financial is an independent Registered Investment Advisor and provides investment advice and management services tailored to those in retirement.  Our objective is to provide a reliable cash flow and appropriate growth of investments throughout your retirement.

• Raymond James Financial Services, Inc.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. (www.raymondjames.com)

Note: Raymond James Financial Advisors may only transact securities business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this Site. Contact our office for information and availability.

Company Profile

Millar Financial was founded in 1986 by Tim Millar, CFP^®.

Tim is a Certified Financial Planner and holds a MBA in Personal Financial Planning. Millar Financial began offering Eldercare Services in 1990 when Tim experienced the need within his own family.

Tim is past president of the Greater San Francisco Alzheimer's Association and served on the board of the National Alzheimer's Association for six years.

He currently serves on the Board of Directors and Legal Referral Services Committee of California Advocates for Nursing Home Reform (CANHR)

Tim is a frequent lecturer and guest speaker on topics ranging from Medi-Cal Planning to Income Planning in Retirement.  He is a regular instructor for CANHR's Estate Planning Series, which trains attorneys in Medi-Cal planning and long-term care funding.

Tim is a Branch Manager of Raymond James Financial Services.

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