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 Miller CFP®. Lori focuses on developing personalized solutions to help her clients move towards financial independence by providing:
- Holistic Comprehensive Financial Planning (Fee, Hourly or Flat)
- 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)
- Estate and Legacy Planning
- Retirement Income Planning
- 529 College Savings Plans & College Planning
- 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, UIT's)
By listening and understanding your goals, Lori can create a practical strategy and timeline to help you work to achieve your goals. Call (630) 690-0000 and put Lori Miller, CFP® M.S. and her dedicated team to work for you today while you insure and invest with confidence.