What tempts you to get into or out of the stock market? Is it the latest headlines? Does occasional market volatility, up or down, cause you to try and guess the markets next move? Or is it just plain fear the next 2008 is at our doorstep?

At Miles Financial Services, we have a process that isn’t based on fear, hunches, or headlines. Call or email us for an appointment right now. Come see for yourself. There’s no cost, no sales pitch, or obligation. Just a view from the front row to see how we work.

If you’re looking to delegate investment decisions to a trusted advisor who has the experience and resources to manage your investments in your best interest, maybe it’s time to have that conversation.

After a thorough evaluation of individual goals and risk tolerance, we do the investment selection which includes ongoing monitoring for fee based only investment management accounts. Monitoring includes rebalancing if or when we see the market landscape changing, bullish or bearish. Our process is never based on hunches, headlines, or fear.