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. 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.
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.
Services
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.
SELWYN MILLER immigrated to the US from South Africa many years ago. After earning his MBA degree in 1977 at UCLA, and after several years of corporate financial planning with Citicorp and First Interstate, Selwyn decided to focus on private planning for successful professional families and individuals.
Do you want to get started planning your life or your family's success so that your values, vision and goals are emphasized? Do you want to be clear about where are you are, where you would like to be, and how to get there?. Do you want to delegate, but not abdicate, your life and financial planning?
Information about Employee Benefits; and also about Discriminatory Benefits to owners, key employees, etc. 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.
Reviews (4)
Ravi Ranjan
Oct 19, 2021
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We can't express in words how thankful we are for their support.
They have been absolute delight to work with and always available to support us. They just didn't limit to mortgage advise but handheld us all the way to completion. Purchase process can be anxious and complex at times and they were always a call away to not only advise but take it up with the conveyancers. Everyone, all the way up to managing director were involved in the case at very personal level. I can't recommend them enough!!! Thank you very much
They have been absolute delight to work with and always available to support us. They just didn't limit to mortgage advise but handheld us all the way to completion. Purchase process can be anxious and complex at times and they were always a call away to not only advise but take it up with the conveyancers. Everyone, all the way up to managing director were involved in the case at very personal level. I can't recommend them enough!!! Thank you very much
John Baker
Mar 31, 2021
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Nick Rowland
Jan 29, 2020
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Our advisor Angie Smith did a fantastic job at re-mortgaging a couple of properties that we own. Her service was second to none and nothing was too much trouble. Having dealt with other IFA's in the area we found Angie to be far more personable and willing to assist. We'll definitely be back in a few years when its time to re-mortgage again and have already recommended her and Miller to several friends.
Japcams
Jul 27, 2019
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