Contact Information

Marilyn Miller works with clients through out the State of Washington.

"It's not what you make, but what you are able to keep that really counts."   Marilyn Miller has been in the financial services business for over 30 years.  As a Federal Benefit Specialist, Marilyn is eager to help federal employees with their financial and retirement needs.

With retirement funding, if you don't do it right, going back and doing it over is not a realistic option.  A rewarding retirement does not just happen; it takes careful planning.  We will help you review all your options and support you in making smart decisions that fully address your financial needs. 

We understand making money decisions can be daunting, and we are here to guide you every step of the way.

Offering Advice Since

1979

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care 
Mortgage Loans 
Budgeting and cash management 

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  WAOIC# 244832 
Investment Advisor Registration:   CRD# 2569235

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Independent Contractor

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