Susan m Miller

President

Aurora Financial Advisors

Phone: 7812399996
Fax: 781.239.9996

180 Linden St
Wellesley, MA 02482
Profession(s): Financial Neutral
Counties Served: Essex, Middlesex, Norfolk, Suffolk
About Me:

Susan has been providing financial planning, tax, and investment advice to individuals, small business owners and non-profit organizations for over 25 years. Prior to founding Aurora Financial Advisors, Susan co-founded another financial planning firm and has been associated with a number of other accounting and financial planning firms. In addition to working one-on-one with clients, lawyers and mediators, Susan presents seminars on Financial Issues in Divorce, Financial Planning for Women, Charitable and Planned Giving Strategies, and Stock Option Strategies for Individuals. She has been quoted in a number of financial publications, including The Financial Planning Association's Solutions Magazine.BA - Economics, Wells College MA - Economics, Pennsylvania State University CPA - Certified Public Accountant CFP - Certified Financial Planner CDFA - Certified Divorce Financial Analyst Mediation Training through Boston Law Collaborative

Professional Memberships: Massachusetts Collaborative Law Council (Mass CLC) - Treasurer, International Academy of Collaborative Professionals - Member, Former Board Member, Massachusetts Council on Family Mediation, Institute of Certified Divorce Financial Analysts, American Institute of Certified Public Accountants, National Association of Personal Financial Advisors (NAPFA),

Services:

Create customized, coordinated financial, investment and tax strategies for people contemplating life transitions, including divorce, retirement and estate planning.
Divorce-related financial issues addressed include:
* Cash flow and budgeting analysis
* Tax-efficient child support and alimony payments
* Dependency exemption determination
* Division of retirement and non-retirement assets (pension, IRA, 401K, marital home, etc)
* Future net worth projections for both parties
* Education funding analysis
* Calculation of insurance needs
* Complex tax issues such as stock option valuation and division, alimony recapture and the impact of Alternative Minimum Tax
* Other financial issues as they arise. Aurora Financial Advisors, LLC [AFA] is an independent, fee-only firm. With its main
office in Wellesley and branches in South Coast's New Bedford and downtown Boston, AFA specializes in creating customized financial, investment and tax
strategies for individuals contemplating life transitions, including retirement, divorce and estate planning. More information is available at www.AuroraFA.com. Hourly fee; Aurora Financial Advisors, LLC, is an independent, fee-only registered investment advisor.

Core Certifications
Certified Financial Planner (CFP), Certified Public Accountant (CPA)

Videos

A Collaborative Law Success Story is a four-part video series... See all here