Chris Miller Email & Phone Number

For many retirees & pre-retirees the strategies that helped them save and build a nest egg, are not the same ones that will provide a confident and secure retirement once they leave the workforce. Saving and spending are two different games, each requiring a separate set of rules in order to win. Individuals need growth to keep up with bigger bills, but don’t have the luxury of time to recover from a financial setback at this stage in life.Most feel stuck between a rock and hard place. They understand it is a critical period and any missteps could cost them. They’re worried about watching things go downhill and feel like they should have a plan to manage risk at this stage in their life. When they voice their concerns, they’re told to hang in there and ride it out. But they still remember losing half of everything during the last big pullback. Why put their lifestyle on hold waiting for things to “bounce back”? The advice just doesn’t make sense to them. And with the bulk of savings in retirement accounts they feel the like it’s all on them to figure it out. Plus, with so much conflicting information, they’re unsure what to believe or trust.I started South Pointe after watching my parents struggle to navigate their retirements. With the decline of pension, the individual is on the hook to figure it out. Since starting my career as a planner over 17 years ago, I've helped dozens of families retire successfully and on-time. Today, I'm a fiduciary planner focused on risk mitigation and income generation.So you can live well and rest easy with a secure retirement.

Listed skills include Financial Modeling, Business Strategy, Strategy, Energy, and 6 others.

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  Massachusetts Institute Of Technology - Sloan School Of Management

  Master Of Business Administration - Mba