Miller Financial Planning
(805) 494-4868
info@millerfp.net
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ADVICE KNOWLEDGEABLE

OUR MISSION

At Miller Financial Planning, our mission is to help successful families and individuals grow their wealth and be good stewards of it.
We personalize our services to help you reach your financial goals.

SPECIALTIES

Retirement Planning Strategies

Retirement planning can be complex, but it doesn’t need to be confusing and worrisome. The aspects of your investing style, your concerns, considerations, circumstances, habits, and risk tolerance, are uniquely your own. You may own your own business, which adds an entirely new dimension to your financial situation and can add additional complexity to your retirement planning. Finding an experienced financial planner that is a good match for you is a critical step toward developing your retirement planning strategy. With years of experience, choose Miller Financial as your resource to guide you past the clichés and generalizations and assist you with deciding the best possible moves for your financial future.

Family Finances

Life changes are unavoidable, yet with proper planning, informed decisions, and professional guidance, they need not be hard on a family budget. Such changes can come in many forms, some happy and some challenging. Whether it be the birth of a child, assisting aging parents, or other unexpected events, approaching these events honestly and openly gives you a much better chance at maintaining a strong, healthy financial status. Selwyn Miller brings wisdom, experience and compassion to his planning practice. Call today and begin the process of building a foundation of good personal finance skills—no matter what stage of life you’re in.

Small Business

The old saying “No one plans to fail, but many fail to plan” has special applicability to the small business. Starting up can be deceptively simple; possibly just an innovative idea, a laptop, and a dorm room. But even the most basic business model entails considerable financial planning. And as your business grows so, too, does the complexity.  Along with this complexity comes opportunities for unique financial benefits and rewards. Comprehensive financial planning can encompass tax planning, risk management, investment planning, retirement planning, as well as gift and estate planning. Business ownership takes this planning to another level. The broad range of experience offered by Miller Financial Planning can help.

Our Location

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Contact Us Today

(805) 494-4868

info@millerfp.net

875 S. Westlake Blvd, Ste. 212
Westlake, Village, CA 91361-2926
Check the background of this investment professional on FINRA's BrokerCheck
  • HOME
  • |
  • OUR DIFFERENCE
    • LEADERSHIP
  • |
  • GETTING STARTED
  • |
  • WHAT TO BRING
  • |
  • FORMS
  • |
  • CONTACT US
    • FAQs
Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. Miller Financial Planning and the above firms are independent and non-affiliated. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.