A Personable, Independent Advisor Helping You Pursue Your Goals
It can be incredibly overwhelming to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. Welcome. I’m Chris Miller, and I seek to address this concern by serving as a trusted resource.
I am an independent financial advisor who assists clients in all stages of life and specializes in retirement and income planning. My passion lies in helping my local community articulate, plan, and pursue their goals and I take pride in the fact that I have been helping my friends and neighbors for over 22 years. My top priority is to serve my clients first, last, and always. I believe my clients appreciate the value I offer and the personalized attention I provide.
While I am based in Frederick, Maryland, I work with clients all over the country. I invite you to contact me today to learn more about how I can help you pursue your goals.
Helpful Content
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Retirement Plan Choices for Small Businesses
Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Saving for College 101
Here's a crash course on saving for college.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.