Published Author, Certified Estate Planner and Registered Financial Consultant
Published author of Your Crash Course in Money, Greg Miller, CEP® RFC®, is a Certified Estate Planner and a Registered Financial Consultant. He is also the Principal and Chief Investment Officer of a Registered Investment Advisory Firm.
Greg has been providing comprehensive, personalized financial planning services throughout Western Pennsylvania to thousands of clients since 2000, coordinating all areas of his clients’ financial life with estate planning and long-term care planning. He believes in building one-on-one relationships with you and is a strong consumer advocate.
He and his team focus on providing their services to pre-retirees and retirees. Greg’s team consists of two Elder Law Attorneys, and a CPA. They will help you reach your long-term financial goals, preserve and protect your wealth and prepare a proper estate plan, so your wealth will be transferred to your loved ones according to your wishes and you will be protected from probate and possibly nursing homes.
Whatever retirement means to you, Greg will help you prioritize your goals so you can maintain your lifestyle in retirement and preserve your wealth with the comfort and confidence knowing you are partnering with a trusted professional who is committed to integrity and transparency.
