I am a comprehensive Financial Advisor.  I specialize in transitioning people from work to retirement.  I assist with rolling over 401(k), 457, and 403(b) accounts to Individual Retirement Accounts, conversions to ROTH IRA’s, and redistributing assets for retirement income.   I coordinate the timing of Social Security, whether you need insurance or qualify for Medicare.  If I can help you, please contact me at (209) 694-3929.

The Financial Professionals of Miller Financial Design are with/and offer securities and advisory services through Commonwealth Financial Network Member FINRA, SIPC, a Registered Investment Adviser and are located at 63 South Washington Street, Suite A, Sonora, CA  95370.  www.millerfinancialdesign.com.  Fixed Insurance products and services offered through CES Insurance Agency.

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