Donovan Miller, LPL Financial Planner
Professional Services
Why pick this one
They leverage over 50 years of combined experience, offering customized financial planning and adhere to a fiduciary standard.
Best for
- individuals and families seeking comprehensive financial planning
- clients prioritizing retirement and tax efficiency
- those needing personalized investment strategies
Look elsewhere if
- seeking quick advice without in-depth planning
- looking for minimal service engagement or very low-cost options
Specialties
- retirement planning
- tax planning
- insurance planning
- debt planning
- college planning
- estate planning
Certifications
- CFP® professionals
What makes them different
- multi-generational team with over 50 years of combined experience
- fiduciary standard for all advice
- customized financial plans with actionable steps
- independent advisors with no product limitations
Distilled from this business's own website.
Contact & Location
- Address
- 5950 Fairview Rd, Charlotte, NC 28210-0084
- Phone
- +19804950054
- Website
- https://www.dgplanners.pro/
- info@dgplanning.com
Services
- financial planning
- investment strategy
- cash flow analysis