History
Richard D. Miller has been providing personalized financial services for over 25 years to individuals, families, and closely held family business owners. He listens to your concerns, answers your questions, presents options, designs a personalized plan, implements your plans and then follows up and monitors your progress.
Specialties
Retirement planning for baby boomers, Direct Rollover of 401k Plans and IRA plans, Roth IRA's, Customized Financial plans, 401k plans for closely held family businesses, single or Solo 401k plans for self employed individual with no employees, Fee based asset management ,Fee Based Planning. and Wealth Management.