Your Wealth Diva, Lori J. Miller, Trusted Financial Advisor, Financial Planner

Lori J. Miller, CFP® M.S. Financial Advisor, Financial Planner, Insurance Agent
#1 Independent Platform, LPL Financial

Planning for your future is no simple task, especially in today’s volatile environment. You should consider unbiased, experienced guidance with Lori J. Miller, CFP® , M.S. to provide turnkey strategies and solutions for Financial Planning and Investment Advisory services offered through LPL financial, a registered investment advisor, Wealth Management, and Insurance Services.  Please visit her site often to use financial calculators, read investment articles, and research reports to help answer your questions or stimulate your interest.

Lori J. Miller, CFP® has over 25 years of diversified financial advisory experience to put the needs of individuals, families, and businesses at the center of every investment recommendation, and provides competent, independent and ethical guidance to work toward the goals for your financial future. You can dream boldly while planning confidently.

Our full-service financial center offers Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, Mutual Funds, REITs, Income Annuities, IRAs, Rollovers, 401Ks, 529 College Savings Plans, Qualified Retirement Plans and Insurance products and services.  We look forward to serving your financial and insurance needs, so please call us today at (630) 690-0000 to put Lori and her team to work for you!
Calculators

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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