Business ServicesWe help to develop a plan specific to your company’s needs.
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
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?
Isn't it time we talk?
Miles Financial Services, Inc.
"Stay Nimble, Be Tactical and Know What You Own"
Tyrone, Pennsylvania 16686 | 814-684-7603
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Miles Financial Services are not affiliated.
This communication is strictly intended for individuals residing in the states of AL, CO, DE, FL, NY, PA, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Miles Financial Services, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.