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
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?