FINANCIAL PLANNING | ESTATE PLANNING | VETERANS BENEFITS | INVESTMENT ADVISORY
FINANCIAL PLANNING | ESTATE PLANNING | VETERANS BENEFITS | INVESTMENT ADVISORY
FINANCIAL PLANNING | ESTATE PLANNING | VETERANS BENEFITS | INVESTMENT ADVISORY
Meet our team of professionals at CareResource.
Dan Miller, President
Dan Miller is President and CEO of Miller Financial Group and a 47 year resident of south Florida, serving in the financial planning, long term care insurance, investment advisory, and estate planning arena for the past 26 years. Dan's goal is to educate clients as they discover their financial options for reaching their specific objectives. His approach is quietly confident, instilling a sense of assurance and reciprocity among clients and peers alike. Clients appreciate Dan's for his trustworthiness and his dynamic problem solving nature, counting his successes only when he’s achieved successes for his clients. His experience is unsurpassed thanks to his VA Accreditation.
- Accredited VA Claims Agent
- Certified Medicaid Planner (C.M.P.)
- Certified in Long Term Care Planning (C.L.T.C.)
- Licensed Investment Advisor (I.A.R.)
- Licensed Florida Insurance Agent
CARE RESOURCE PLANNING
7401 WILES ROAD, SUITE 101
CORAL SPRINGS, FL 33067
954-346-2234
Investment Advisory Services offered through Virtue Capital Management, LLC; An SEC registered investment advisor. Virtue Capital Management is independent of Care Resource Planning. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
Melissa Goldstein, VP of Operations
Melissa is the Vice President of Operations at Care Resource Planning and is a licensed Florida Insurance Agent. She is in charge of the day to day operations at the firm while assisting Dan in helping seniors and retirees achieve their long term goals.
CONTACT US
www.careplanningcltc.com | 954-346-2234
CARE RESOURCE PLANNING | 7401 WILES ROAD, SUITE 101 | CORAL SPRINGS, FL 33067 | 954-346-2234
Investment Advisory Services offered through Virtue Capital Management, LLC; An SEC registered investment advisor. Virtue Capital Management is independent of Care Resource Planning. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
