Taking a Financial Inventory

40% of U.S. workers have saved
less than $25,000 for retirement.*
*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*
*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*
*2019 Retirement
Confidence Survey, EBRI

Lori J. Miller, CFP^® M.S. Wealth Manager, Financial Planner, Insurance Agent
#1 Independent Platform, LPL Financial

Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

Contact Us

7900 E Union Avenue, Suite 1100 Denver, CO 80237

Phone:

630-690-0000

Fax:

630-690-0001

E-mail address: LJMiller@lpl.com

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Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC

The LPL Financial Advisor associated with this website may discuss and/or transact securities business only with residents of the following states: AZ,CA, CO, FL, IL, IN, MN, OH, VA, WI

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Lori J. Miller, CFP® M.S. Wealth Manager, Financial Planner, Insurance Agent #1 Independent Platform, LPL Financial

Taking a Financial Inventory

Contact Us

Lori J. Miller, CFP^® M.S. Wealth Manager, Financial Planner, Insurance Agent
#1 Independent Platform, LPL Financial