Personal Financial Management
Do you know what’s in your retirement account?
Isn’t it time we talk?
With today’s financial landscapes and the variety of investment products available, it can be extremely difficult for an individual to formulate an investment strategy to reach their financial goals. What if you had a friend and confidant ready to help you invest and make choices about your future?
Welcome to Miles Financial Services, Inc. We are independent financial professionals who cut through the clutter of Wall Street, offering common sense advice for your retirement, education, and wealth management planning. Your interest and goals are at the center of any recommendations we make. Listening to and understanding your needs are the most important part of our process.
Financial planning is a road map to help you achieve your financial goals!
We offer a variety of insurance services to help protect you and your family when the unexpected happens. Our professionals can provide an objective analysis of your insurance plans and offer opportunities to improve your current coverage. Because we are an independent business, we have the ability to offer products from a variety of insurance vendors.
Please contact us to learn how a custom financial plan and insurance package can benefit you.