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Dan Miller is CEO of Miller Financial Group and a 50+ 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.
Experienced guidance for your financial and long-term care goals.
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.
Compassionate guidance for seniors and their families.
Born and raised in Caracas, Venezuela, Daniela Torrebiarte is the Director of Operations at Care Resource Planning, where she manages the company’s clients and cultivates partnerships with state agencies and VA caseworkers. She creates and delivers standard procedures and impeccable application portfolios, while expediting the benefit approval process for eligible families.
Over the past 3 years, she has utilized her strong organizational and compliance background to secure an incredible 99% approval rate for her clients. During her time at Care Resource Planning, she has been recognized for guiding over 200 families to obtain Long Term Care benefits for their loved ones.
Prior to Care Resource Planning, Daniela worked as a Human Resource Executive Leader at Target where she helped lead large-scale hiring events, coach department managers on performance guidelines, and drive overall team engagement.
Organized, personalized support throughout the benefits process.
954-346-2234
We begin by understanding your family’s needs, then help you explore your options and develop a personalized plan.
Discuss your circumstances, concerns, and goals with our experienced team.
Review care needs, financial resources, and benefits that may be available.
Create a personalized strategy and receive guidance throughout the planning process.
Families have shared their experiences with Care Resource Planning on Google.
Every plan starts with a conversation. We help you understand your options and take the next step with confidence.
