Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
As a CERTIFIED FINANCIAL PLANNER ™, I follow a very detailed plan based approach to financial management that includes the areas of estate, investment, insurance, retirement, and tax efficient strategies. I believe there needs to be a written guide to the financial decisions that are made; similar to the way one would follow blueprints in building a house.
The Process Includes
1. Helping My Clients establish and define their goals
2. An evaluation of where you are today and where you desire to be.
3. Recommendations of various strategies based on Numbers 1 &2 Above
4. Implementation of the recommendations
5. Monitor, review, and adjust the plans as life changes
I consider myself a risk manager whose job is to help clients mitigate the various financial risks they face. Besides normal pastimes, I have a deep passion for financial literacy within the under-served and faith-based communities.
I have a B.S.B.A in Finance and have worked my entire professional career in the investments/financial services industry. The majority of my tenure has been as a wealth advisor, but I also have experience in operations and estate resolution.
Contact me to discuss your financial future.
MAURICE E. MILLER JR.