Stephen Miller
CFP®, FIC, CKA®
We empower our clients to live financially confident lives through holistic financial planning driven by their goals and values, while addressing the five keys to achieving financial peace.
State(s) Licensed: CA Insurance Lic. #4384104, FL, IA, IN, MD, WI
2651 Narnia Way Suite 102
Land O Lakes, FL 34638
We empower our clients to live financially confident lives through holistic financial planning driven by their goals and values, while addressing the five keys to achieving financial peace.
State(s) Licensed: CA Insurance Lic. #4384104, FL, IA, IN, MD, WI
How We are Different
Through our process we teach clients five keys to financial clarity:
1. Know what is your “enough.”
2. Save, don’t chase, to reach a goal.
3. Give the IRS only what they are due, not a tip.
4. Life happens, have a plan to deal with it.
5. Be Generous!
We're Here to Help
Schedule an Appointment
To schedule a complimentary connect appointment with Steve, please click the link below:
Schedule an appointment with Stephen Miller
You will be contacted within two business days to confirm your appointment once submitted. Meetings are available in person at our Land O Lakes office, over Zoom, or phone.
Our Quarterly Office Newsletter
Valuable upcoming events, summertime ideas, Thrivent Action Team ideas, a Dad Joke and Thrivent tools are in this quarter's newsletter. Check it out!
https://www.thrivent.com/literature/landolakesofficenewsletter.pdf
SmartVestor Pro
Being a SmartVestor Pro allows another avenue for me to connect with like-minded people, which is awesome! As with all of our clients, I begin by building rapport and listening to your story. Then I gather pertinent financial data from you to understand where you are currently, which is then utilized to build personalized recommendations for you, at no cost. Feel free to use the scheduling link above to connect!
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Land O Lakes Office
- Phone:
- 813-694-5829