Miller Financial Planning is a small-scale practice for select clients and their families. We help you with customized life and financial planning on a fee basis.
Our Mission is to help thoughtful and responsible people to maximize their current and potential situations using intelligent and up-to-date techniques. In a field that is so dynamic and fluid, our clients rely on us to guide them.
Selwyn Miller, CFP®, ChFC®, MBA is the primary planner in the practice. His strengths include over 20 years experience in this field, significant empathy for and insight into the issues for people and their families in the accumulation and stewardship of wealth. He also brings a great deal of wisdom and emotional strength to dealing with these issues.
People who have used our services may appreciate how clearly they now see life, family and financial issues and how organized and in control they begin to feel. The plethora of advisors that some people have or need, are now coordinated by us, if you wish. Personal attention and interest are key to providing these services, and we pride ourselves on these qualities.
Our services also include implementing your planning in the areas of your Investment Portfolio, Business Succession Planning, Executive Compensation Programs, Life Insurance, Long-Term Care Insurance and Planning, Charitable Planning and Estate Planning. We can refer you to specialists for other services as well.
For more valuable information about the importance of finding the right CFP®, click here.