Miles R. Leslie Email & Phone Number

I help clients with their financial strategies. We work with your CPA's, Attorneys, Insurance advisors, and Financial advisors to make sure all these great ideas from great people are well coordinated and efficient. As part of your financial planning team we are focused on holistic financial planning versus specific product recommendations. If you chose to engage with our firm 3 things are going to happen:1. Understand and help clarify a written vision for what you want your next phase in life to look like.2. Get a completely clear understanding of what your financial capacity is. Most people underappreciate this. Understanding your TRUE capacity allows you to be more intentional about the decisions you're making along the way. 3. Engage in a deep dive gathering details around tax planning, risk management, and investment planning to make sure all the oars are rowing in the same direction. From this we will design a blue print which is simply a set of action steps, that if taken will give you the highest probability of success for what you want.

Listed skills include Insurance, Retirement Planning, Estate Planning, Retirement, and 11 others.