Miles gained an interest in business management while running a family operation from 1984 - 1994. Having had first-hand experience of the challenges that small business owners face, he began providing benefits, retirement planning and estate planning solutions to this demographic.
Along the way, it became apparent that the rising cost of college was a major roadblock for many. As Miles learned more about the college planning process, he came to this realization:
The more families know about the college admission
process, the less the will most likely pay.
After about 250 study hours, Miles obtained his Certified College Planning Specialist (CCPS) designation. As an Investment Advisor Representative (IAR), he is now able to help individuals safely plan for retirement while avoiding the major pitfalls when paying for college.
