Our Services

 

Everything You Need, From One Advisor


Carole Bojan Miller, Inc. is a full service financial planning group for individuals and businesses who desire individual, personalized attention. With the resources of high-quality product providers, experts in specialized financial planning fields, and many years of professional service in the field, Carole Bojan Miller, Inc. can handle everything from designing the most complex estate plan to helping establish a simple Individual Retirement Account or SEP. Our services are fee-based, giving you extra confidence that your needs remain our top priority.


Keeping You Involved Every Step of the Way


Your financial plan is important to you – and we believe it’s very important that you stay close to the entire planning and implementation process. Our four-step process keeps you involved in the planning, while providing the expertise and professionalism you need to ensure a cohesive, workable plan. Depending on your individual needs, we may follow all four steps, or the combination that works best for you.
 


  1. First, we assess your current situation and help you outline your goals and objectives. This involves looking at your past and current plans, your current financial situation, and your future financial goals. By evaluating the results of your current financial strategy in terms of its results versus the results you would like to see, we can begin to outline the approach that would best help you meet your expectations. The plans and products you need can vary greatly depending on your age, your family situation, whether you are self-employed, retired, work for an employer, and what you see for yourself financially in the future.

     
  2. Then we help you find appropriate financial products and vehicles to implement within your plan. Our qualifications and resources give us access to a wide variety of financial products and services to help you implement your plan – from securities to insurance products, savings accounts to government bonds. There are many options from which to choose depending on your tolerance to risk, your current financial situation, and your goals. We can help you evaluate these options and determine suitable choices for your plan. And because financial plans must be dynamic to remain effective, this evaluation process is continual throughout your relationship with us.

     
  3. Next, we determine along with you how best to work with you to manage your plan. There are several ways to manage your strategy, depending on your preferences. Carole Bojan Miller, Inc. can provide complete asset management on your behalf, advise you in your management of your assets, or help provide you with the tools for you to manage your own portfolio.

     
  4. Finally, we report results to you and evaluate progress on an ongoing basis. To keep you informed on the progress of your plan, we provide you with ongoing evaluation of results through consultations and monthly or quarterly reports. The frequency of these evaluations is based on the type of services you have requested from Carole Bojan Miller, Inc., but will always keep you up-to-date on your results, and in tune with the effectiveness of your plan.
     


Once your objectives are identified, your plan is outlined and your goals are in sight, it’s time to put your plan to work.


Services Tailored to Individual Client Needs


Because we know that each individual client has unique needs, our full range of services can be tailored to your specific requirements. Whether you need on-going full-service financial planning and management, advice in investing and growing your assets, or help with identifying and meeting a unique goal, Carole Bojan Miller, Inc. can provide the kind of professional support and financial consultation you require:

  • Comprehensive financial planning.
     
  • Portfolio management.
     
  • Asset management.
     
  • Tax planning.
     
  • Estate planning.
     
  • Business planning.
     
  • Retirement planning.
     
  • Consultation on a specific goal or financial question.
     
  • On-call services when needed to achieve a particular objective.
     
  • One-time evaluation of existing financial plan.
     
  • Introductory counseling on a macro level.
     
  • Other combinations of services as may be appropriate to an individual client needs.
     


Appropriate Products for Your Plan


Once we have helped you develop a financial strategy with which you are comfortable – one designed to address your specific personal or business financial objectives – it has to be implemented effectively. That means choosing suitable financial products to support your plan.

Today’s financial environment makes a wealth of financial products available to you. Depending on your particular goals and risk tolerance, we can advise you on which kinds of products would serve your needs in bringing your financial plan to life, including:

  • Personal and business insurance products.
     
  • Long term care insurance.
     
  • Personal and business retirement vehicles, such as IRAs, SEPs, and Defined Pension Plans.
     
  • Business continuation and key person plans.
     
  • Securities.*
     
  • Mutual funds.*
     
  • Brokered certificates of deposit.
     
  • Savings plans.
     

*Available through LPL Financial.   You may choose to purchase investments through our resources, or other firms with whom you wish to deal.

Our level of experience and professional expertise combine to enable us to offer this wide range of services and products to our clients.

Click here to find out how Carole Bojan Miller, Inc. can add value to your financial planning.