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Betty L. Miller, CFP®

Betty L. Miller CFP - Wealth Manager

7635 Green Heron Ln
Fair Oaks, CA 95628-4853
Phone: (916) 534-1203
Fax: (916) 534-1205

Toll-free: (800) 996-1924

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Household Income Minimum: $50,000
Investable Asset Minimum: $500,000

Specialties
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.