Federal Benefits Advisors is an independent financial services company dedicated to assisting our clients answer questions about their financial and retirement needs.
Marilyn Miller, a principal in Federal Benefits Advisors, has been in the financial services business for more than 30 years, helping clients plan and obtain their desired financial future. As a specialist in Federal and Washington state employee benefits, Marilyn is extremely knowledgeable and eager to help federal and state employees with their financial and retirement needs.
Areas of Specialty
- Comprehensive financial planning
- Investment management services
- Retirement planning
- Estate planning
- Insurance License: WAOIC #244832
- National Insurance Producer #2504333
- National Social Security Advisor Certificate #118
- Insurance; life, long term care, annuities, and disability
- Budgeting and cash management
- Federal employee benefits options
- Social Security retirement planning options
Marilyn M. Miller is an Investment Advisor Representative with OnPointe Advisory and Financial Services, LLC. OnPointe Advisory and Financial Services, LLC; 2090 Marina Avenue, Petaluma, CA 94954, 1-800-395-0045, www.OnPointeAdvisory.net. OnPointe and its investment advisor representatives do not give legal or tax advice. OnPointe is not affiliated with Federal Benefits Advisors. Marilyn M. Miller, DBA Federal Benefits Advisors and OnPointe are not affiliated with or endorsed by any agency of the U.S. Government, the U.S. Armed Forces, any of the federal benefit programs, the State of Washington, any Washington State Agency, or any of the Washington state benefit programs.
This material does not constitute an offering and is meant to provide only a broad overview for discussion purposes only. All information provided here is subject to change. If and when an investment opportunity is structured, all investors must obtain and carefully read the related Form ADV Part II and other important information needed to evaluate the potential investment and disclosures regarding risks, fees, and expenses. No offer of any interest in any product will be made in any jurisdiction in which the offer, solicitation, or sale is not authorized, or to any person to whom it is unlawful to make such offer, solicitation, or sale.
This content is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. The information does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the strategies discussed.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio.
No assurances or guarantees are given regarding the performance of any investment. Returns will fluctuate, and redemption value may be more or less than original cost. Investments in mutual funds are not insured or guaranteed by the U.S. government or any other party.
OnPointe and its investment advisor representatives do not give legal or tax advice.