Eaton L. Miller, CFP®
Hello, I am the founding member of PlanWell Financial Guidance and a CERTIFIED FINANCIAL PLANNER™ practitioner providing Fee-Only personal financial planning and investment advice.
Why the nest egg? Well, I love personal finance and retirement planning and have a purpose in my life to help good people create and care for their retirement and their own nest egg. Pictured is an ostrich egg I treasured as a kid. It was brought back from Africa and given to my grandmother from my father who served as a missionary in Nigeria in the mid 60's. He raised me and instilled values including serving others and treating others as I would want to be. The golden rule. Hence the golden nest egg in the logo. PlanWell is a way I do this while doing what I love.
Too often people are sold something that is not in their best interest and is probably my biggest pet peeve. Many financial products or services sold are not necessary or too expensive. This can be very inefficient, let alone against that golden rule I and most try and live by. This is why I practice as a fiduciary and as a fee-only financial planner at the fees I do - to provide advice that I would want at a price that I'd feel value paying for.
I enjoy helping motivated people plan their retirement and preparing people for that stage and transition along with bringing comfort and clarity around the multitude of financial decisions before and during retirement. I've also found fulfillment in helping the widowed or single retirees live with confidence around their finances by being the impartial professional that sits on their side of the table as they make unfamiliar or independent decisions.
Personal finance has been my focus my entire career with it being my emphasis in the Finance program at Minnesota State University since graduating in 2003.
My mission: Live a purposeful life through professionally providing valuable and unbiased personal financial planning and investment advice to good and pleasant people so that wise and efficient decisions regarding their wealth or resources are made, goals are attained, and financial concerns are mitigated for years to come.
Office is located in Blooming Prairie MN. I also meet with clients virtually (via zoom) or in their home if necessary.
I live between Hayfield MN and Blooming Prairie MN. Family includes his wife Kayleena, who is a 4th Grade Teacher in Blooming Prairie, and their 4 children. Aside from personal finance, I'm active in real estate investment, local communities, sports, learning, and when time allows the outdoors.
Significant values are:
Honesty, Family, Challenges, Health, Responsibility, Happiness
Education & Training:
Certificate in Financial Planning, College for Financial Planning, Denver CO
Bachelor of Science – Finance, Minnesota State University, Mankato MN
Associate of Applied Science – Management, South Central College, Mankato MN
Foundational actions in my planning practice are
Putting myself in the clients shoes while recognizing who they are, what they want and need
Consistently staying in contact with clients
Being there throughout life-events and transitions
Focusing on wise and efficient decisions
Staff
Hillary Swanson – Hillary is the Service & Operations Specialist. She helps keep the firm running smoothly and helps service clients, coordinate calendars, and manage many other important tasks and operations of the practice.