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What Does CSI Do?

We specialize in retirement and estate planning for pre-retirees and retirees. Our approach is holistic and addresses all 6 areas of financial management:

  • Cash Flow Management; Emergency Fund, In-flows, Out Flows, Major Purchases, Retirement Income.

  • Insurance Protection: Home, Auto, Liability, Health, Disability, Long-term Care and Life

  • Debt Management: Mortgages, Auto Loans, Credit Cards, College Loans, Personal Loans

  • Investment Management: Retirement Accounts, Tax-free Accounts, After Tax Accounts, and
    Opportunity Account like a Private Reserve

  • Tax Minimization: Today, Over your lifetime and for Heirs at your passing

  • Estate Planning: Trusts, Wills, Powers of Attorney for Health Care and Powers of Attorney for
    Finance. Saving money, Control, Ease, and Results.

 

We work with your other professional advisors; like CPA, Attorney, Mortgage Broker, Property and
Casualty Insurance agent, and Health Insurance agent, to put everyone on the same page to create a comprehensive, tailor made plan that you like and understand.

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 2023  |  Plan, Retire, Enjoy |  Any references to 'security,' 'guarantee,' or the like refer only to insurance products and are backed by the claims-paying ability of the insurer.
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