Financial Planning Services

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!

Insurance Services

Retirement Solutions

Not sure what to do with your retirement savings once you’re retired or how to invest your 401k plan assets? You’re not alone.

If you don’t know what to do with your retirement savings once you retire or how to invest your retirement plan assets, you’re not alone. Clients come to us quite often with these questions. They spend their entire working lifetimes saving for retirement but when it comes time to retire they have no idea who to talk to for objective advice. Making these investment decisions can be difficult but we’re here to help, you don’t have to do it on your own.