
Phone: (801) 394-8785 / info@leemiles.com / Visit Us!
Phone: (801) 394-8785 / info@leemiles.com / Visit Us!

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7 Questions To Ask Your CPA Before Year-End
99% Rule for Spousal Beneficiaries of IRAs
Developing a Realizable Vison for Retirement
Planning For a 30-Year Retirement
Financial Planning for the Generations
The Importance of Asset Location in Retirement Planning
50 Things a Financial Professional Does for You
3 Ways to Raise Your Social Security Benefit
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.
RESOURCES

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
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LOCATION
1150 S Depot Dr.
Suite 275
Ogden, UT 84404