Official Website of Author and CERTIFIED FINANCIAL PLANNER™ Professional   

RETIREMENT BUILT TO LAST

Planning For When The Paychecks Stop 
In Stores Now!

Daniel S. Miller is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp. Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E Fulton St., Ada, MI 49301. Miller Financial Group is not affiliated with

USA Financial Securities.

Daniel Miller is authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MA, MN, MO, NC, NE, OR, SC, SD, WA  For investment advisory services theses states include: AL, AR, CA, CO, IA, IL, IN, KS, LA, MN, MO, NC, OR, SC, WA Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

 
Daniel S. Miller, CFP®

Daniel S. Miller, a CERTIFIED FINANCIAL PLANNER, professional, is Co-Owner and President of Miller Financial Group, Inc. located in Red Oak, IA. Dan and his team serve clients throughout the country as they transition toward retirement and work toward the fulfillment of their financial goals. 


Dan has almost 20 years’ experience in the banking and financial services field. Dan has been with Miller Financial Group, Inc. and its’ predecessor firms since 2004. Along with his wife Denise, Dan purchased the firm in January of 2013.
In conjunction with his management duties of the firm, Dan manages client assets in 22 states and also co-hosts the firm’s

weekly radio show “Lets’ Talk Money” every Monday morning on KCSI-FM radio. Dan has been a contributing writer for the financial publications “Horsesmouth Advisor Radio” and “Financial Advisor IQ”. In 2016 he published his 1st book on retirement planning titled “Retirement Built to Last”. Planning for When the Paychecks Stop”. 


When not working in their financial planning business, Dan enjoys spending time with Denise and their two adult children Jackson and Andrea. He also enjoys working outdoors, going to sporting events, tailgating at college football games, listening to music, and always striving to help others when possible.

Daniel S. Miller is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp. Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E Fulton St., Ada, MI 49301. Miller Financial Group is not affiliated with

USA Financial Securities.

Daniel Miller is authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MA, MN, MO, NC, NE, OR, SC, SD, WA  For investment advisory services theses states include: AL, AR, CA, CO, IA, IL, IN, KS, LA, MN, MO, NC, OR, SC, WA Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Please check this representative's history on FINRA's Broker Check: https://brokercheck.finra.org/individual/summary/4797752
Retirement Built to Last: Planning for When the Paychecks Stop

Have you been thinking about your financial future? Do you wonder sometimes if you have enough set aside to provide for a comfortable retirement? Are you confident regarding how to fit all the pieces of your retirement puzzle together?

Retirement Built to Last: Planning for When the Paychecks Stop” provides insight and guidance regarding the challenges and opportunities that retirees face. Dan Miller and his team assist clients throughout the country on how to navigate the new retirement landscape. In “Retirement Built to Last” you will lean how they help clients:

  • Understand how retirement planning has changed and the new challenges faced by retirees today 

  • Realize the value of having a tailor-made retirement income plan

  • Understand the importance of coordinating all of the pieces of your financial life into a cohesive plan

  • Determine how to effectively incorporate Social Security into your retirement income plan

  • See the value of tax efficient withdrawal strategies for retirement assets

  • Learn how to coordinate their retirement plan with their estate planning for loved ones


Don’t leave your retirement up to fate. You have worked too hard to get to this point. Check out “Retirement Built to Last: Planning for When the Paychecks Stop” today!
 

 
MEdia & press
Please check this representative's history on FINRA's Broker Check: https://brokercheck.finra.org/individual/summary/4797752
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With over 50+ years’ experience in the Financial Services industry, Miller Financial Group, Inc. works to strengthen the lives of their clients throughout the Midwest and across the country.

Our team focuses on the individual client experience and helping lay the groundwork for life’s many milestones. We utilize the latest technology to develop risk analysis, income planning, and investment strategies for our clients. Miller Financial Group is dedicated to helping you build for tomorrow, and prepare for what might happen today! 

The “Core” Services of Firm:

  • Retirement Income Planning Strategies

  • Investment Management and Wealth Accumulation

  • Insurance and Protection Strategies against the “What-ifs” in life

  • Social Security Maximization Strategies

  • Small Business Planning and Succession Strategies

Through consultation with our team of advisors, here are some examples of questions we can help answer:

  • How do I make sure to get the most out of my 401k when I retire?

  • Will my retirement accounts and Social Security be enough for our golden years?

  • How will withdrawing funds from my accounts affect my taxes?

  • Why is it important to update beneficiary information?

  • How do I fund and fully utilize a college savings plan?

  • What options are available to fund a small business retirement plan?

For help with these types of questions and many more, please give us a call. Your financial future is too important to leave to chance. Contact our team Toll-Free at 1-800-347-9511, or 712-623-5726, to see how we may assist you. You can also visit at www.planwithmillerfinancial.com.
 

Daniel S. Miller is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp. Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E Fulton St., Ada, MI 49301. Miller Financial Group is not affiliated with

USA Financial Securities.

Daniel Miller is authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services these states include: AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, LA, MA, MN, MO, NC, NE, OR, SC, SD, WA  For investment advisory services theses states include: AL, AR, CA, CO, IA, IL, IN, KS, LA, MN, MO, NC, OR, SC, WA Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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