Donald V Creech, CFP®, CLU®, ChFC®, CLTC®, RICP®
Wealth Management Advisor


Miller Financial Services

Specializing in Retirement Income Strategies and Long-Term Care Planning

 "We take the pieces of your financial life and put the puzzle together"TM

        Our Mission

 "Our mission is to help our clients attain financial security for themselves, their families and their businesses through the use of our unique planning process. We will help you prepare for the best and worst case scenarios and build a long-term relationship based on quality service and integrity."

Thank you for visiting our web site.  My team and I support a variety of clients in the Richmond metropolitan area and across the Country.  We believe strongly in the value of financial security planning and we specialize in taking the pieces of your financial life and putting the puzzle together.

My Value Proposition

Honesty.  Integrity.  Loyalty.  Trustworthy.  Professionalism.  These are my core values and they govern the way I live my life.  My team and I work with people who share these same core values and who care about themselves, their families and their businesses as much as we care about them.

Our Planning Process

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, we can help.  We understand the complex financial issues and how these issues might affect your future.  We will help you  understand the issues so that you can make educated decisions.

Financial planning requires a commitment of time—yours and ours. We work to understand your current personal and financial circumstances and your goals for the future. We do more than determine a planning solution. We build a strategy that is right for you. You actively participate and together we develop a financial plan that balances your short-term needs with your long-term goals.

As your needs evolve,  we stay in touch and update your plan in order to protect your overall financial picture for the future.

Let us help you ensure that your financial future is all that you want it to be.

 

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To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

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