Lori J. Miller, CFP® M.S. Wealth Manager, Financial Planner, Insurance Agent
#1 Independent Platform, LPL Financial
Our full-service financial center offers access to Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, ETFs, Mutual Funds, REITs, Private Equity, 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 2025 - 2016 or 2014 Five Star Wealth Managers.
**Award based on Client and Community Votes.
***The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Newsletters
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?