When you entrust someone with your hard-earned cash, you are giving them the keys to your future. If you simply turn over your wealth to someone without asking them some important questions, you might as well be giving a stranger your money.
It is not enough these days to put your money into a single retirement account and cross your fingers. Additionally, younger generations should avoid placing too much faith in Social Security. Economic markets today undergo drastic ups and downs over the course of months and years, resulting in setbacks for your retirement funds.
Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.
© 2025 Paul B. Miller, CFP. All rights reserved.
