About Us
The Meaning Behind Artesian Financial Group
An artesian well or fountain is water that rises to the surface under its own pressure.
Just as water flows upward from an artesian fountain, so also Artesian Financial Group aims to be a source of financial blessings and information that overflow resulting from its experienced financial planning and insurance advice.
Lorie Miller has been an insurance advisor since 2003. In 2016, Lorie partnered with Paul to form Artesian Financial Group. Being personally trained by renowned IRA expert, Ed Slott, Lorie is an IRA distribution specialist. During her career, Lorie has been very successful helping her clients accomplish their goals allowing her to be a top advisor.
Lorie believes it is important to align your money decisions with what is important in your life. She engages in meaningful conversations with her clients to gain a better understanding of what is important to them, what are their goals and what are their values. This foundation of understanding along with Lorie’s strategic planning serve as guiding lights for Lorie in working with her clients to help them make sound financial decisions for their future. She is a role model for her clients in her commitment and passion to both her family and her career as an insurance specialist.
Lorie is married to Paul Miller, with whom she has the privilege of working with as co-owner of Artesian Financial Group. Paul and Lorie live in Kalamazoo, Michigan, where they keep busy raising their four beautiful daughters: Lauren, Alicia, Sophie, and Morgan. They are active in their church in various ministries. When they get away, they love to travel and spend time visiting old mansions and castles for their beauty and the history that they hold.
Lorie Miller is a licensed insurance agent only and does not provide investment advice or sell securities. Lorie Miller is not affiliated with Creative Financial Designs.
As a Wealth Management/Financial Advisor, Paul provides financial strategies, advice, and guidance to successful individuals and business owners. Paul is committed to providing premier service and access to exclusive resources to assist his clients in reaching their personal and financial goals.
In order to fully understand the current situation of his clients, Paul listens carefully to their future objectives and potential concerns. Next, Paul creates customized investment strategies designed to help his clients achieve their financial and life goals.
Many investors are tired of riding the “roller coaster” of the stock market using the same stock, bond, and mutual fund choices in hopes of carving out returns. At Artesian Financial Group, Paul uses well-researched, exclusive, third-party managers who have your best interests at heart.
Many common financial products are designed to benefit the people that create and distribute them, which can often mean that there may be a misalignment of interest. Artesian Financial Group is different, in that, we are held to a Fiduciary standard and work on a fee-only basis for investments. Moreover, Paul specializes in utilizing investments that employ a significant “alignment of interest” in putting investors’ returns first and creating much stronger alignment between fund managers, investors, and advisors.
Paul's specialties include:
- Minimizing Taxes
- Avoiding Probate
- Legacy Planning
- Life Insurance
- Estate and Retirement Planning
- Critical Illness/Disability Coverage
- Medicare Supplements
- Managed Portfolios
- Asset Preservation
- Lifetime Income
Our mission is to provide all of our clients with personal, uncommon attention and care every step along the planning process.
At Artesian Financial Group, we focus on partnering with individuals and business owners in retirement and estate planning by growing and protecting their assets, as well as guaranteeing income for life and peace of mind.
