Benton J. Miller holds an MBA from Cornerstone University and works as a Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners. He has been educating members about retirement forecasting, college funding, and legacy planning since 2004.
As a Chartered Retirement Planning CounselorSM (CRPC®), Benton uses his education and 11 plus years of professional investment experience to tailor recommendations for members regardless of age, occupation or investment experience by creating a comfortable, understandable financial plan. He works closely with clients over the long-term to monitor and update their plan to help them meet their goals.
“The selection of products is very customizable to each client. With an individual financial management approach, I enjoy finding various options to help, no matter how small or large. By getting to really know the members I work with, there are often areas that haven’t been considered, such as tolerance for market risk, life insurance needs, or long term care costs. As we establish a long term relationship together, we can monitor progress while celebrating their individual milestones.”
Originally from Northern Michigan, Benton earned his Bachelor’s degrees in both Finance and Management from Grand Valley State University. He obtained his MBA in Business from Cornerstone University. Benton is registered and holds his Series 7, 63 and 66. Licenses through CFS, in conjunction with his Life, Health, Property, and Casualty Insurance Licenses with the State of Michigan. FINRA licenses are held in Michigan, New Jersey, Ohio and South Dakota.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.