PLAN | RETIRE | ENJOY

Our Mission:

Helping Retirees to Protect & Grow their Assets, Income, and Lifestyle.

Comprehensive Analysis

PLAN FOR THE WORST... HOPE FOR THE BEST!

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August Quiz Winner

Brenda M.

from El Monte, CA

Congrats on winning your $40 gift card to your favorite restaurant

Bill & Juana P.

from Altadena, CA

Congrats on winning your $40 gift card to your favorite restaurant

August  Client of the Month

CSI Expertise

Our Process Tailored For You

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Learn more about Retirement Planning

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Do you need help planning your retirement?

 
 

Events

Enjoy A Free Dinner On Us!

If you are within 5 years of retiring or retired now, we would love to invite you to our retirement dinner seminar.

News

Newsletters

September 2020 Monthly Newsletter

September Letter From The Heart

August 2020 Monthly Newsletter

July 2020 Monthly Newsletter

June 2020 Monthly Newsletter

June 2020 Letter Insert

Kristen's Retirement Article

 
 

Our Team

Rick Miller

Advisor / Founder

February 1981

Rick (Richard) Miller started in the financial and insurance planning business in 1981 while completing his Bachelor’s degree in Business – Accounting at Cal State Los Angeles. He passed the CFP (Certified Financial Planner) exams in 1986 and has completed various security exams as a registered representative. Since founding CSI in 1996 Rick has helped over 500 families to legally protect their life savings and qualify for Medi-Cal LTC without spending down assets. Rick and his wife, Laura, have lived in Glendora, CA since 2001. They have two sons, Greyson and Ethan attending Cal Poly San Luis Obispo.

Since February 2019

Want to throw a party? She is the girl for the job. When she’s not planning our informative seminars, she is at home playing dinosaurs with her son, Damien. She likes to spend her weekends relaxing with her family and friends, enjoying some good Bar-B-Que. Sometimes after work, you can find her and her family at Knotts Berry Farm taking advantage of their annual pass. She can’t leave the park without Knotts’s infamous funnel cake.

Director of First Impressions

Debbie Garcia
Alex de Lira Lopez

Client Advisor

Since July 2017

Block off all Sundays; he’s got a date with the Dallas Cowboys on TV. Sports are life; Football, Basketball, Soccer, Boxing, Baseball, and Wrestling. You name it, he watches it! Summer time is the best time - spending time with his daughters, Antoinette and Elizabeth, playing soccer and video games. Non-Sports oriented time is dedicated to his I.T. Business (Vanguard IT Solutions). Gee-king out over endless IT projects, tech talk will get him going! Phew… but wait, is there leftover time in the day for his early morning hikes, Italian food, and cleaning up Black Jack tables in Vegas?

Patricia Alba

New Accounts

Since January 2020

Loves mother nature and all she has to offer. She looks forward to weekend hikes and a nice run on the beach. She also enjoys spending time with her family. She is the fourth child and has a total of four siblings. She enjoys traveling and going to the movies. Once Baseball season starts you will be sure to catch her at the dodger stadium rooting for her favorite team. Her true passion is helping clients preserve their finances for the longevity of their life and give them peace of mind that their funds are safe.

 
 

Contact Us

20 East Foothill Blvd., Suite 100, Arcadia, CA 91006

(626) 294-0414

Hours

Mon-Fri: 8:00AM - 4:30PM        Sat-Sun: Closed

Please call to confirm availability

Contact Form

If you have any questions, please don't hesitate to contact us!

 
 

Map Of Our Office

CSI does not offer or sell insurance Products. CSI provides general information. Signature Solutions Insurance offers products in the state of California. Both Companies are owned by Rick Miller.

IMPORTANT CONSUMER INFORMATION. This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

© Copyright CSI 2019  |  Plan, Retire, Enjoy | Investment advisory services offered through Change Path, LLC, a Registered investment adviser.  Change Path, CSI, and Signature Solutions are unaffiliated entities.  Any references to 'security,' 'guarantee,' or the like refer only to insurance products and are backed by the claims-paying ability of the insurer.