Joshua E. Miller, CLU®

Managing Director

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Business Succession Planning
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you k
  • Estate Planning
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You nee
  • Financial Planning
    Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. T
  • Retirement Planning
    Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situa
 

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