Lori's Services

Anyone can call themselves a financial planner, but not all are actually qualified as CERTIFIED FINANCIAL PLANNER™ Professionals.  Get the CFP® advantage of proven competent, ethical financial advice for Comprehensive Financial Planning, Wealth Management, Investment Advisory, Employee Benefits and Insurance Services needs for individuals and businesses with Lori J. Miller CFPR.  Lori  focuses on developing personalized solutions to help her clients move towards financial independence by providing:

  • Insurance - Health, Life, Disability Income and Long Term Care Insurance
  • Annuities - Fixed, Indexed, Variable, and Lifetime Income
  • Brokerage Services (Stocks, Bonds, Mutual Funds, ETFs, etc.)
  • Investment Planning & Portfolio Review
  • Wealth Management (Fee-based, SMAs)
  • Comprehensive Financial Planning (Fee-based, Hourly or flat)
  • Estate and Legacy Planning
  • Retirement Income Planning
  • 529 College Savings Plans
  • Businesses - Employeee Education, Executive Compensation, Transition Services
  • Employee Benefits Programs (Group insurance, 401ks, 403bs, SEPs, SIMPLE)
  • IRA's & IRA Rollovers (Traditional and ROTH)
  • Alternative Investments (REITS, BDC's, Unit Investment Trusts)

By listening and understanding your goals, Lori can create a practical strategy and timeline to help you achieve your goals.  Call (630) 690-0000 and put Lori J. Miller, CFP® M.S. and her dedicated team to work for you today while you insure and invest with confidence.