About My Practice
Indian River Financial Group, Inc. (IRFG) is a Registered Investment Advisor, offering a complimentary review of your financial planning needs including Financial Planning, Investment Advice and Planning, Retirement Planning, Education Planning, Estate Planning, and other areas that pertain to sound financial planning. Paul B. Miller, CFP is president of IRFG, and specializes in offering Personal and Corporate Financial Planning, to executives and affluent retirees.
IRFG's other affiliations include:
- IRFG has investment company relationships with Rochdale Investments, Curian Capital, Genworth Financial, and Edelman Financial Services, in order to offer a wide range of objective types and cost structures. After reviewing the client's situation, objectives, current risk appraisal, and other important factors, a recommendation will be offered for the client's review.
- Custodial relationships are through independent custodians such as Pershing Institutional, TD Ameritrade Institutional, Schwab Institutional, Curian Clearing, and SEI Trust Co. IRFG is not the custodian for the accounts.
- Personal Financial Profiles, Inc., a Registered Investment Advisor, is another sub-advisor to IRFG providing fee-based investment advisory services for IRFG clients.
Additionally, Mr. Miller offers life and health insurances including Long Term Care, Term and Permanent Life Insurance, and Disability Insurance under the name Paul B. Miller, CFP.
Mr. Miller attended the University of Miami and the University of South Florida majoring in production and operations management. He is a CFP certificant, which indicates completion of the education, examinations and work experience requirements of the Certified Financial Planner Board of Standards, and has agreed to adhere to the Board's Code of Ethics and Professional Responsibilities. He is a member of the FPA, and past President of the Financial Planning Association of Florida, as well as past member of various other financial planning organizations. He has been an adjunct professor at Florida Atlantic University and P. Bch. Comm. College teaching financial planning curriculum. He is also a member of the Greater Boca Raton Estate Planning Council.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL, Variable annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - LUTCF
Considerations: Investments are Fee Based only. Insurance Products are both Fee and Commission Based as the insurance company allows.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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