How often do you take the time to review your finances and investment portfolios? Did you know that there are recommended timelines for this activity that can help you stay on track financially?
The 2008 financial crisis that gripped America and impacted the entire global marketplace may be a decade back in the memory banks, but it is far from the forefront of many minds. As the stock market surges forward from 2017 into 2018, there are those who believe another 2008 financial meltdown (or correction, in the least) is brewing on the horizon.
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.
