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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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Car Affordability
How much can you afford to pay for a car?
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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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.