Business Services
We help to develop a plan specific to your company’s needs.Retirement Solutions
When working with plan trustees and small business owners, we help to develop a plan specific to your company’s unique situation and goals. This will allow planning options that benefit the business owner as well as the employee work force.
Pension portfolios | 401(k)s/403(b)s | Profit sharing plans | Defined benefit plans | Deferred compensation plans | Simple IRAs | Sepp IRAs
Are you a 401(k) plan administrator?
An employer-sponsored retirement plan and group health benefits are key components of any benefits package. If you don’t have these elements, you could be losing valuable employees, thereby wasting resources as you train and retrain new associates who join your firm. Employee retention is more cost effective than labor-intensive training and a good benefits package can help retain quality employees. If you feel that your benefits could use an overhaul, let Miles Financial Services, Inc. take a look. As a 3(21) investment advisor, Randy is experienced in evaluating your current retirement package and providing your employees investment advice on a regularly scheduled basis.
We also offer extensive educational resources
for both the employer and the employee:
Help to meet fiduciary rules and regulation
Active investment advice
A continuance of investment guidance (one-on one employee contact)
Investment education opportunities
Complimentary investment learning resources
Insurance Solutions
Ensure a healthy and safe working lifestyle.
Based on the needs and goals of our employer’s wishes, we offer a variety of insurance products to further ensure a healthy and safe working lifestyle.
– Health insurance
– Life insurance
– Long-term care
– Vision and dental insurance
– Disability income
Want to learn more?
Want to learn more about 401(k) roles and responsibilities?
Miles Financial Services, Inc.
"Stay Nimble, Be Tactical and Know What You Own®"
5523 E. Pleasant Valley Boulevard, Suite 2
Tyrone, Pennsylvania 16686 | 814-684-7603
Office Hours: M-F 7:30 – 3:30. Evenings and Saturdays by appointment
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