About Us

Our Leadership

Meet the People Behind Care Resource Planning

Decades of experience in long-term care, financial and senior planning — dedicated to giving families clarity, security and peace of mind.

Dan Miller, President

President

Dan Miller

President & CEO, Miller Financial Group

Dan Miller is President and CEO of Miller Financial Group and a 47 year resident of south Florida, serving in the financial planning, long term care insurance, investment advisory, and estate planning arena for the past 26 years. Dan’s goal is to educate clients as they discover their financial options for reaching their specific objectives. His approach is quietly confident, instilling a sense of assurance and reciprocity among clients and peers alike. Clients appreciate Dan for his trustworthiness and his dynamic problem solving nature, counting his successes only when he’s achieved successes for his clients. His experience is unsurpassed thanks to his VA Accreditation.

Credentials
Accredited Veterans Administration Claims Agent
Certified Medicaid Planner (C.M.P.)
Certified in Long Term Care Planning (C.L.T.C.)
Licensed Investment Advisor (I.A.R.)
Licensed Florida Insurance Agent
James Narducci

Certified Senior Advisor

James Narducci

Entrepreneur · 15+ years serving seniors and their families

Born and raised in Brooklyn NY, James has been a business owner and entrepreneur his entire adult life. More than 15 years ago, he found his passion in helping seniors and their families navigate the complexities of aging. He provides guidance in long-term care planning, VA benefits, senior housing, downsizing, fraud prevention and final expense planning. His mission is to make every family’s journey easier by offering compassionate guidance, trusted resources and personalized solutions for the financial, legal and personal decisions that come with aging.

Certifications
Certified Senior Advisor (CSA)
Certified Dementia Practitioner (CDP)
Senior Real Estate Specialist (SRES)
Certified in Long-Term Care Planning (CLTC)

Your Future Deserves a Plan

Planning ahead gives your family clarity, security and peace of mind. Let’s talk about yours — the first conversation is always free.

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