Corey Miller, Financial Planner, Fortis Lux Financial

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.

Understanding gold: Its market use and who buys it | MassMutual 08/30/2024

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.

08/28/2024

Tuition? Retirement? Both. Let’s talk about ways to keep all your financial goals on track.

08/28/2024

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.

08/28/2024

Having the confidence and skill to control your own money is true financial empowerment. Take charge. We can help.

08/27/2024

Let’s connect and see what else you can do to maximize your financial goals.

08/27/2024

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.

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08/26/2024

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.

08/26/2024

Let’s talk about preparing for your retirement.

08/23/2024

Your retirement savings needs to last as long as you. Let’s talk about a strategy to
help secure your future.

08/23/2024

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.

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08/22/2024

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

08/21/2024

Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified portfolio.

08/20/2024

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.

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08/19/2024

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

08/19/2024

Personal financial planning impacts your business. What’s your plan and how can we help?

08/14/2024

Let’s discuss your goals and look at your investment opportunities.

08/14/2024

Supporting your family’s needs AND your own can be challenging. Let’s talk.

08/13/2024

Let’s talk about ways to protect your family from financial hardship.

08/13/2024

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.

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08/12/2024

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

08/12/2024

Money management is personal. Let’s talk about YOUR goals.

08/12/2024

Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?

Why it's so important to determine your net worth | MassMutual 08/09/2024

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.

08/09/2024

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.

Market volatility?! Two charts to help soothe investor worries | MassMutual 08/09/2024

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.

08/08/2024

Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.

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08/07/2024

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.

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08/07/2024

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.

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08/06/2024

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.

08/05/2024

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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Videos (show all)

Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.
To retire comfortably, you need to know how much money you’ll need. Let’s make a plan.
Make sure your summer to-do list includes protecting your family with life insurance.  Let’s connect.
Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s ...
You can’t predict the future, but you can plan for it.  Let's talk about the right strategy for you.
Retirement plans aren’t just for big companies. Let’s talk about all your options.
Today women control more than $10 trillion household financial assets—you’re just getting started. Let’s talk about mana...
For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. ...
Your business is your biggest asset. Let’s talk about ways to protect what you’re building.
Regardless of which direction the market is moving, investing in monthly intervals can result in a lower average purchas...
You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for di...
Living comfortably in retirement takes planning. Let’s talk about ways to protect and grow your nest egg.

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New York, NY
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