Miller Green Financial MemberCARE Services, LLC

Providing Financial Planning Services to Credit Union Members

You're doing okay, but you want more.  Now is the time to begin a financial plan if you haven't already, or take your existing plan to the next level with the help of a Certified Financial PlannerTM Professional.
 
We can help keep you going in the right direction, with simple, straightforward, guilt-free financial help through Miller-Green Financial MemberCARE Services, LLC.  It's all about creating the future you want now.  Good financial planning helps achieve both greater wealth and financial security.  Improper or no financial planning can be disastrous.  A financial plan begins with cash management and budgeting, progresses through insurance, investment and tax planning, and ends with a retirement and estate plan that does everything possible to deal with the risks of outliving your income.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Mutual Fund Comeback

The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.

Tolerating Risk

Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

The High Cost of Low Coverage

The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.

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