Business Description
The intertwining of day-to-day life with your financial future is something you may not have considered. When you're planning your finances, you're actually planning your life and that's exciting. You deserve the attention of a professional you can trust to believe in you as much as you believe in yourself. As your financial planner I work for your best interests at all times. Since clients are not generic their financial plans shouldn't be either. As your advisor I first listen, then create a strategy unique to you, and make changes as needs, financial situations, life stages and goals change. My role becomes coach and partner so that our relationship is an ongoing association based on mutual trust and respect and you have financial peace of mind.
General Information Gender:    Female CRD#:    1127610 Years of Experience in Financial Services:    22
Education Academic Background   Graduate of Moser Business School in Chicago
Services Investment Types:    Stocks Mutual Funds, Bonds, Other, Stocks, Annuities, International Investments, Bond Mutual Funds, Real Estate, Alternative Investments
Qualifications & Memberships Certifications, Accreditations & Designations:    Series 65, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Chartered Financial Consultant, Insurance License (Life & Health; Long Term Care; Specify below), Chartered Life Underwriter, Series 7
Firm Information Number of Advisors in Office:    Up to 10 employees Assets Managed by Firm:    Yes
Compensation & Fees Fee % Based on Assets:    1 Hourly Rate:    150 Additional Details on Charges:    $100,000 - $250,000........1.25% $251,000 - $500,000........1.00% $501,000 - $800,000,,,,,,, .90% $801,000 - $1 Million........ 85% Over One Million Negotiated Fees
Prepared By:	Carole Bojan Miller

Frequently Asked Questions

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