June 2024

June 10, 2024

Confident Decisions with Clinton Miller, CFP®

As part of our three rotating themes, June’s conversation returns to Confident Decisions with financial advisor Clinton Miller, CFP®.

In the initial ‘Confident Decisions’ segment, Clinton discussed Bird’s Eye View, a holistic tool that helps clients get a complete picture of their money.

In June, Clinton dives into another practical topic to help you think strategically about your finances beyond just the portfolio and investments. Confident Decisions is geared toward helping you feel good about your money and ultimately, empowering you to make decisions with, well, confidence!

June’s Conversation Host

Clinton Miller, CFP®

Clinton Miller, CFP®, is an investment advisor & financial planner with an educational background in mathematics.  He enjoys making tax planning relevant for clients so they can make confident money decisions. 

He and his wife Aubrey are based in Canton, OH & have two sons.  In his spare time, he enjoys fishing, chainsaw repair, & mucking around in the woods.