WE HELP PRESERVE YOUR WEALTH - AND PURSUE YOUR DREAMS
Events with Miller Investment Managment
Rick’s mission is to serve individuals and couples in all areas of retirement planning. He provides customized financial strategies and events to help clients plan their retirement appropriately.
Federal Employee Events
Federal retirement benefits are often confusing and complex. We help show federal employees how proactive benefit decisions can positively affect their retirement and overall financial situation.
Federal employees are severely underserved when it comes to their financial planning. Feds have complicated benefits that can leave them confused and frustrated. Fewer than 50% have calculated how much they need to save for a comfortable retirement, and less than 25% have ever worked with a financial professional.
We understand your unique benefits.
Federal employees have unique planning needs—balancing their exceptional government benefits with the rest of their sometimes-complex financial picture.
Miller Investment Management has extensive knowledge of your federal benefits including:
- CSRS & FERS Pensions
- Survivor Benefit Plan
- FERS Supplement
- Social Security
- Federal Employees’ Group Life Insurance (FEGLI)
- Federal Employees Health Benefits (FEHB)
- Federal Long-Term Care Insurance Program (FLTCIP)
- Thrift Savings Plan (TSP)
Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs and helps federal families to make the most of these benefits—both while working and in retirement. Our goal is to always provide credible, top-notch financial planning services to our federal clients.
Our Federal Retirement Impact Workshop gives you candid, no-nonsense information.
Register for our upcoming Federal Retirement Impact Workshop today, so we can help you take the guesswork out of retiring from federal service.
Explore Elite Learning Experiences with Miller Investment Management!
Dive into our curated webinars, shedding light on a plethora of retirement planning intricacies, ensuring you’re poised for a prosperous future. Knowledge, redefined.
HELPING WHERE IT COUNTS
Schedule a Complimentary Consultation
We have experience working with all kinds of clients, and are excited to help you!