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, 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, 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, Giving Tuesday and Thrivent Action Team ideas, details on our latest collection drive, and of course, a Dad Joke are in this quarter's newsletter. Check it out! https://www.thrivent.com/literature/landolakesofficenewsletter.pdf
SmartVestor Pro
I am a Ramsey SmartVestor Pro and am honored to be part of their network of financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
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Location
Land O Lakes Office
- Phone:
- 813-694-5829