Lori's Office

Lori has conveniently located her own practice to the nation's #1 truly independent platform (as reported by Financial Planning magazine, June 1996-2016, based on total revenue), LPL Financial, a full-service financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Here, it's all about you! Lori's office is a leading solutions provider to help individiuals, families, and businesses lead lives of significance no matter what stage of the journey.  We provide securities, advisory services, and insurance products to individuals and businesses for achieving life goals.

 

Lori J. Miller, CFP® M.S is committed to helping you pursue your long-term financial goals. As a credentialed and experienced professional in retirement income planning, wealth management, comprehensive financial planning and estate conservation, she can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I maximize my Social Security Income?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • How can I provide an income stream that I can't outlive?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

Her team is ready to work with you to help you reach financial freedom.  Call Lori today for a free financial checkup at (630) 690-0000 or (630) 333-5873.