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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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.