Corey Miller, Financial Planner, Fortis Lux Financial
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Union Street
E 44th Street 12Th Floor
10170
Park Avenue
Lexington Avenue 25th Fl
10172
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I use a consultative process to gain a detailed understanding of my clients’ deepest values and goals.
I form customized recommendations designed to address each client’s unique needs and goals.
What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.
Understanding gold: Its market use and who buys it | MassMutual Taking a look at the shiny metal and some of the dynamics that cause prices to move.
Tuition? Retirement? Both. Let’s talk about ways to keep all your financial goals on track.
While trends may seem worth chasing, the route to success is defined as time in the market, rather than timing the market. Let’s go over your retirement plan make sure your goals are future-proof.
Having the confidence and skill to control your own money is true financial empowerment. Take charge. We can help.
Let’s connect and see what else you can do to maximize your financial goals.
Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.
With the wealth management industry rapidly changing, many financial advisors are struggling to find new ways to grow their business. Talk to our team today about why you should consider practice acquisition as part of your growth strategy.
Let’s talk about preparing for your retirement.
Your retirement savings needs to last as long as you. Let’s talk about a strategy to
help secure your future.
Annuities aren’t just for people turning 65. No matter where you are in your retirement planning process, let’s talk about how a variable annuity can help you grow your assets.
Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.
Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified portfolio.
Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.
We work to identify the right fit to be your successor and provide a consistent level of support to your clients. Start the conversation with our team today. Let us know who your ideal successor might be. CRN202503-2037531
Personal financial planning impacts your business. What’s your plan and how can we help?
Let’s discuss your goals and look at your investment opportunities.
Supporting your family’s needs AND your own can be challenging. Let’s talk.
Let’s talk about ways to protect your family from financial hardship.
With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.
From organic growth to strategic acquisition. Join the team who has the resources, experience, passion and commitment to help you take your business to the next level. Your future is waiting. https://bit.ly/3YBjQXo
Money management is personal. Let’s talk about YOUR goals.
Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?
Everyone has a net worth. Calculating yours can be a valuable benchmark in plans to
reach your financial goals. Learn more.
Why it's so important to determine your net worth | MassMutual Your net worth is a critical decision-making tool. This article covers how to determine yours and how to use it as a benchmark against future financial goals.
Annuities are commonly used for income, but they can do far more, especially if retirement isn’t an immediate goal. Let’s chat about how a variable annuity can help grow your assets.
As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.
Market volatility?! Two charts to help soothe investor worries | MassMutual Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.
Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.
You may get the urge to make a move when the market unexpectedly changes, but the best course may be to do nothing. Let’s talk through your plan and make sure it’s built to go the distance.
The outcome of the presidential election is looking a bit like a coin flip, which can add uncertainty to market outlooks ahead of the November election. Learn more in our weekly market perspective and let’s talk.
You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.
Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.
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