Lori J. Miller, CFP® M.S. Wealth Manager, Financial Planner, Insurance Agent
#1 Independent Platform, LPL Financial
Planning for your significant now and future is no simple task, especially in today's complex and volatile environment. You should consider independent, 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, view quick topic Videos and Flipbooks, read Articles and Reports, and to help address your questions or stimulate your interest.
Lori J. Miller, CFP® has nearly 30 years of diversified financial advisory experience to put the needs of individuals, families, and businesses at the center of every investment and planning recommendation, and provides competent, independent and ethical guidance to work toward the goals for your financial well being. You can dream boldly while planning confidently, and still live for today. Lori was named a Five Star Wealth Manager for 2022 - 2016 and 2014*. She was voted by her clients, colleagues, and other business professionals as the 2015 "Best of Wheaton Small Business Financial Services Winner"**.
Our full-service financial center offers access to Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, Mutual Funds, REITs, BDCs, Income Annuities, IRAs, Rollovers, 401Ks, 529 College Savings Plans, Qualified Retirement Plans and Insurance products and services. We are thrilled to make our offfice location in the Denver Tech Center in Colorado and serve clients in many states***, and would love to have you schedule a complimentary strategy conversation. 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!
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 - 2016 or 2014 Five Star Wealth Managers.
**Award based on Client and Community Votes.
***Serving clients that reside in AZ,CA,CO, FL,IL,IN,MN,OH, VA, WI
Newsletters
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lease Payment
How much would your monthly lease payment be?