Welcome to the Web site of Stewart M. Miller, CLU, ChFC. From this site you can access your account information conveniently and privately. Just begin using the site, and you can sign up to receive Stewart's ever changing newsletter. Each issue is packed with essential information on topics such as retirement, inflation, investing, risk management, taxes and more. Plus, get quick ideas by using one of the financial calculators that are a part of this site.

By virtue of financial planning, Stewart is dedicated to helping clients address their financial goals. His mission is to provide the best possible financial service to his valued clients.The first step is in the understanding of a client’s financial concerns, and goals, and then to formulate and implement appropriate strategies that can help to address those goals. Since every client is unique, Stewart is sure to customize strategies to help fit each of his clients needs and capabilities. Then, regular and timely communication is an integral part of his services. This way, clients are kept up to date as their personal situation changes; it inevitably will.

Areas of focus to help you are:

• Financial Planning 
• Retirement Funding  
• Estate Planning 
• Qualified and Non-Qualified plans for both individuals and businesses
   

Personal Information:

In 1987, Stewart began his business because he wanted to help people work toward financial freedom. Today, he focuses on Financial Planning, Investment Advisory Services, and providing the products and services to implement them. He can also utilize support from among approximately 52 attorneys and CPAs* at AXA's Advanced Markets group. Additionally, through AXA's organization in San Francisco he can can access the experience of professionals in the areas of Deferred Compensation Plans, Group Benefit Plans, Stock Option Planning, Advanced Estate Planning, and certain other highly focused areas. He lives in San Rafael, California with his wife Carol, and their golden retriever.  Stewart, has a daughter living in Brooklyn, and was blessed in January with his first Granddaughter, Zadie Jo.

Professional Designations:

• B.S. Business Administration, SUNY at Buffalo, Buffalo NY 
• Chartered Financial Consultant (ChFC) professional designation through the American College 
• Charter Life Underwriter (CLU) professional designation through the American College 
• FINRA Securities Registrations: Series 6, Series 7, Series 63 and Series 65
   

* AXA Advisors, LLC and its affiliates do not provide tax or legal advise.