My Process:

I’m a financial advisor working mainly in the following two areas: risk management (life, disability, and long term care planning) and wealth accumulation and preservation (401k/IRA plan design and estate and business succession planning). I absolutely love what I do.

When I meet with clients for the first time they often know what their financial goals are but they don’t know how to make them a reality. That’s where I come in.

I have a unique ability to see through the complex workings of a person's financials and to put together the most optimal plan for them based on their current situation and their future goals. 

My clients enjoy knowing they have a plan in place to get their money working for them in a tax efficient manner so they can focus on things they enjoy with the confidence that their financial plan is in good hands. 

I start by listening, by learning about you, your specific situation, circumstances, and your goals and dreams. I do more than create a planning solution, I build a personalized strategy specific to you and your situation and I help you along the way to achieve your goals. 

Over the last 10+ years as a financial advisor I’ve found that every situation is different based on a person’s circumstances and individual goals. But what isn’t different, what doesn’t change, is that the people who stick to the plan we put in place achieve their desired lifestyle. 

Things don’t have to be complicated, let me help you make things simple. 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Shaun P Miller, CLTC®

Financial Representative

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck