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Easton M

Series 66

San Juan Capistrano, CA

Miller Financial Services, Inc.

Easton Miller is a financial advisor at Miller Financial Services, Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Smith Financial Services and Chapman University. Outside of his advisory role, Miller provides tax consulting and tax planning services as a licensed tax consultant. Miller Financial Services, Inc. is a fee-only registered investment adviser that serves employer-sponsored retirement plans, plan sponsors, and corporate clients. The firm offers investment management, financial planning, and retirement plan consulting, with an investment approach that combines passive and active strategies emphasizing asset allocation and fundamental analysis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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