The Toolkit You Need for Retirement.

With this complimentary Retire in a Weekend Toolkit you'll learn:

  • Ways to transform your worries of retirement into confidence

  • Ways to discover the weak points in your retirement plan

  • Ways even small tweaks to your retirement plan can make a difference

We're giving you access to materials that contain strategies — at no cost to you.

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This complimentary roadmap includes:

  • How to Retire in a Weekend (eBook)

  • Retirement Roadmap Bonus Gift

  • Will Your Money Last As Long As You Do

  • Are You Paying Too Much in Taxes in Retirement?

  • The Greatest Gift: Outline Your Wishes With an Estate Plan

  • The Retirement Income Planning Worksheet

  • Social Security Decisions

Get Your Retire in a Weekend Toolkit Today

By submitting your personal information, you consent to be contacted by a financial professional by phone, email, and/or automated SMS regarding your financial strategy for retirement.

Curvin (“Curv”) Miller IV, CRPC®

Co-Author of “How to Retire in a Weekend”

Sr. Vice President and Sr. Wealth Advisor, Russell Total Wealth and Wellness

Curvin E. Miller IV is a Sr. Wealth Advisor and the Sr. Vice President of Russell Total Wealth and Wellness. “Curv” has been helping clients navigate the often-confusing world of retirement planning since 2004, after earning his Bachelor of Science in Business from Miami University, and he continuously pursues a high level of education on retirement planning.

 

Curv is a former competitive swimmer and had the opportunity to train in Singapore alongside their National Team. He and his wife, Emily, have been married since 2008. They have two sons, Curvin, “V”, and Colin, as well as three Yorkie puppies and are active members of Be Hope Church. The Miller family enjoys spending time on the beach when visiting their home in Marco Island.

 

Curv plays in a men’s hockey league and serves as an assistant coach for his son’s youth hockey team. He also enjoys golfing, cooking, travel, and staying active through various avenues of exercise noting, “I feel blessed to wear many hats, but being a husband and father are my two most important roles.”

Andie Doller

Co-Author of “How to Retire in a Weekend”

Sr. Wealth Advisor, Russell Total Wealth and Wellness

Beginning her career in corporate banking in 1999, and ascending into the financial services sector in 2004, Andrea Doller has dedicated her professional life to navigating the complexities of financial planning. Andie’s passion for the financial field spills out into one of the roles she enjoys most, mentoring and training new Advisors.

 

"Andie" earned her Associates Degree in Business, then continued her education, going on to receive a BA in Marketing as well. Currently a Sr. Wealth Advisor at Russell Total Wealth and Wellness, Andie joins Curv Miller Saturdays at 8 a.m. on WHIO as co-host of Russell Total Wealth and Wellness Radio and co-authored How to Retire in a Weekend, released in 2023 (available on Amazon).

 

Andie resides in Carlisle with her twin teenage daughters, Maddie and Karter. If you ask Andie though, her favorite child is the family dog, Gunner! Andie is a Jeep lover and, along with her girls, can be found on the weekends making memories doing all things outdoors: hiking, boating, camping, and swimming, just to name a few! It’s not all leisure with Andie though, she noted, “I think it’s important to instill a service mindset in my girls, we also spend time together volunteering, SICSA and Sleep In Heavenly Peace are our favorites.”

Russell Total Wealth and Wellness

(937) 320-4733

http://www.totalwealthadvice.com/

Content prepared by Advisors Excel.

Insurance products are offered through the insurance business Russell Total Wealth and Wellness. Russell Total Wealth and Wellness is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Russell Total Wealth and Wellness are not subject to Investment Advisor requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.

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