Charles Miller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Overland Park, KS and the surrounding communities.
Charles D. Miller, CFP®, MBA- Financial Advisor
I work with mature individuals who want to plan for their money to support the lifestyle they choose, and who want strategies to help reduce the impact of taxes and inflation on their income. Together, we explore the financial alternatives available, so they can make solid decisions about where and how they want to put their money to work.
Mission Statement-My mission is to help clients plan for their financial objectives-prudently and thoughtfully-through a long-term relationship based on experienced and knowledgeable advice.
Specialization-Personal financial planning including planning for retirement, retirement income strategies, tax planning strategies, asset allocation and preservation, and estate planning strategies.
I will provide a complimentary initial consultation to prospective clients so that we may determine if their needs and my practice are well-matched. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Personal-Married with 4 children.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Ameriprise Financial and its affiliates do not offer tax or legal advice. Consult with a tax advisor or attorney.
Ameriprise Financial cannot guarantee future financial results.
NOT FDIC or NCUA INSURED | NO FINANCIAL INSTITUTION GUARANTEE | MAY LOSE VALUE
Investment advisory services and products are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
Ameriprise Financial Services, LLC, Member FINRA and SIPC.
Background and qualification information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
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