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.