Here's our story. We look forward to hearing yours.
We help create sound retirement income strategies through insurance products for people in or nearing retirement so they can have confidence in their retirement income.
Lee Miles is the Utah financial advisory firm that believes in trust, integrity and family. Our mission is to be the last financial advisor that our clients ever have. Our primary focus is retirement income planning to allow our clients to focus on their families, hobbies and interests without worry about their money or investments.
Lee Miles LLC is a Registered Investment Advisor. Our services include personalized and written retirement and income plans, Social Security income plans, portfolio risk and fee analyses, asset management and other financial products including insurance and annuities.
Lee Miles is the the founder and managing member of Lee Miles LLC. He has 26 years of experience in the financial services industry and holds a Bachelor of Science degree in Finance from Weber State University.
Lee Miles is an Investment Advisor Representative and holds a professional Life Insurance Consultant License in Utah. He is also insurance licensed in California. Lee holds three professional designations. He is a Certified Financial PlannerTM, Chartered Life Underwriter and Chartered Financial Consultant.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at (801) 394-8785 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
WHO WE ARE / OUR FOCUS
MEET LEE MILES
Since 1988, Lee Miles has been working with friends and neighbors throughout the greater Ogden area to help meet their financial goals.
We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision
Check out our list of upcoming seminars and classes. Click on the link below to get more information on a particular event.