Skills & Experience

Matrimonial Asset Analysis, Equitable Asset Division, Estate Planning, Wealth Accumulation Strategies, Wealth Decumulation Strategies, Financial Document Organization, Risk Management, Insurance Planning, Senior Financial Advising, Long-Term Care Planning, Medicare/Medicaid Planning, Tax Planning, Life Insurance Strategies, Portfolio Diversification, Investment Management, Client-Centric Communication, Holistic Financial Consulting, Team Leadership, Educational Outreach, Innovative Financial Problem Solving, Certified Family Business Specialist (CFBS) Expertise, Chartered Life Underwriter (CLU) Proficiency, Certified Senior Advisor (CSA) Capabilities.

Personal Experience

Early Inspirations and Foundational Experiences

Liebe Ostrow Miller’s distinguished career in financial planning and asset management was inspired by her keen observation of family and community needs from a young age. Growing up in a family where business and personal finances were often discussed, Liebe developed an early understanding of the complexities involved in asset management and estate planning. This foundational experience fueled her passion for financial advisory, particularly in contexts requiring sensitive and strategic handling of assets during pivotal life transitions.

Pioneering in Family Business Advisory

Liebe’s career took a significant leap when she became one of the first financial professionals to qualify as a Certified Family Business Specialist (CFBS) in 1998. This designation marked the beginning of her deep dive into specialized family business dynamics, where she applied her expertise to help family-run enterprises thrive amidst unique challenges. Her work during this period laid the groundwork for her holistic approach to financial planning, focusing on the intersection of personal relationships and financial decisions which are critical in family business contexts.

Championing Senior Care and Retirement Planning

In 2004, Liebe’s career trajectory took another pioneering turn as she earned her Certified Senior Advisor (CSA) designation. Motivated by personal experiences with aging family members, she recognized the growing need for specialized financial planning that catered to the elderly. This realization led to the founding of Senior Care Advisors of Texas, a non-profit organization dedicated to offering nuanced consultations for elder care needs assessments. Through her leadership, the organization has become a vital resource, providing guidance to families navigating the complex journey of eldercare with the philosophy that one must be prepared for the unknown – a belief deeply rooted in her personal and professional encounters with surprise challenges in senior care.

Collaboration and Team Building in Matrimonial Asset Division

Understanding the intricate needs of matrimonial asset division, especially in the wake of family law developments, Liebe has emphasized a collaborative team approach in her practice. This strategy integrates traditional accounting, forensic asset disclosures, and valuations of diverse assets such as real estate, art, and jewelry, which are critical for achieving equitable settlements in divorces. Her initiative in building multidisciplinary teams stems from her comprehensive view that successful outcomes depend on meticulous and coordinated efforts among specialists who understand the nuanced intersections of law, finance, and personal welfare.

Holistic Financial Strategies and Community Impact

Throughout her career, Liebe has been a trailblazer in integrating holistic financial planning with client-centric strategies. Her work extends beyond individual financial advisement, impacting community practices by setting precedents in comprehensive care and strategic planning. Her dedication is also reflected in her personal life, where she balances her professional commitments with her roles as a wife to Dr. Neal Reisman, an aesthetic plastic surgeon, and a mother to two children and three grandchildren. The harmony and challenges of her personal and professional life have equipped her with unique insights that she brings to her practice, making her a compassionate and effective advisor, especially in dealing with complex family and senior care financial scenarios.

Legacy and Future Directions

As the founder of Signature Financial Advisors and a cornerstone in developing Senior Care Advisors of Texas, Liebe Miller continues to inspire with her dedication to service and innovation. Her foresight in addressing the aging population’s needs and her proactive approach to matrimonial financial issues have set high standards in the financial advisory field. In the future, Liebe remains committed to enhancing her practice to include more comprehensive services, always prioritizing the best interests of her clients and their families and ensuring that her work addresses immediate needs and secures long-term well-being for all her clients.

Technical Experience

Liebe Miller, a foundational partner at A Nu Beginning, leverages her extensive 38-plus years of experience in financial planning to offer unmatched expertise in matrimonial asset analysis, estate planning, and senior financial advising. Her technical skills are rooted in a deep understanding of the complexities involved in the equitable division of assets during divorce proceedings, which she has honed through her past work at Signature Financial Advisors. At A Nu Beginning, Liebe applies her profound knowledge to strategically protect and organize clients’ assets pre and post-divorce, ensuring they receive favorable outcomes in asset division and financial settlements.

Her capabilities extend to sophisticated estate planning, where she crafts comprehensive plans that include wills and trusts, coupled with strategic tax planning to preserve clients’ legacies efficiently. This skill set is particularly beneficial in managing the transition of wealth and securing financial stability for future generations, aspects she meticulously oversees to mitigate potential legal hurdles and tax burdens. Furthermore, Liebe’s role as a Certified Senior Advisor (CSA) empowers her to address the unique financial needs of elderly clients, offering expert advice on long-term care planning, Medicare/Medicaid complexities, and effective healthcare cost management.

Liebe’s accreditation as a Chartered Life Underwriter (CLU) adds a critical dimension to her expertise, particularly in life insurance and related tax implications, which are pivotal in ensuring financial security and optimizing tax benefits for her clients. Her comprehensive approach not only encompasses meticulous financial planning but also includes educating clients on managing investments and understanding the nuances of portfolio diversification to match their risk tolerance and financial objectives.

At A Nu Beginning, Liebe Miller’s seasoned leadership and holistic financial strategies facilitate a supportive and informed environment. Her work is instrumental in guiding clients through the intricacies of significant life transitions, whether they are navigating the complexities of a divorce, planning for the future, or restructuring their financial lives after the loss of a spouse. Her blend of empathy, detailed analytical skills, and comprehensive financial knowledge makes her an invaluable ally for her clients at A Nu Beginning.