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Lee Miles Videos
Income Planning Process
We are not affiliated with the U.S. government or any governmental agency; we are able to provide you with information but not guidance or advice related to Social Security benefits
Losses and Gains
4 Common Elder Scams: How To Stay Safe and Fight Back
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
4 Ways to Evaluate a Financial-Aid Letter
5 Things You Can Do With an IRA That You Can't With a 401(k)
Building Health Care Costs into Retirement Planning
Sell or Rent: Deciding What To Do With Your Home
Six Tips for Organizing Your Records
Why Open a My Social Security Account
The Importance of Asset Location in Retirement Planning
Social Security Planning for Couples: Maximizing Survivor Benefits
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.