Miles Saunders Email & Phone Number

WHAT I DO: I help successful veterinarians pursue their financial goals by avoiding the BIG MISTAKE. I help you to simplify and organize your finances so you can focus on what matters, keeping animals healthy. HOW I DO IT: I help you discover what you are currently doing right & WRONG with your finances and financial planning. Then, we work based on your preferences AND financial realities to give you a custom financial plan to help you reach your specific financial goals. WHY I DO IT: Simple - a deep passion for helping those who have devoted their entire lives caring for animals. WHERE YOU'VE SEEN ME: I have been featured in print and digital editions for Today’s Veterinary Business, DVM360, Veterinarian’s Money Digest and Veterinary Practice News.WHO I WORK WITH: I partner with successful veterinarians including...🐕 Practice Owners🐕 Staff DVMs🐕 Relief/Emergency Vets🐕 Veterinary Educators/Specialists 🐕 Veterinary Practice Administrators/ManagersSERVICES I PROVIDE:Financial PlanningFee-Based Asset ManagementEmployer Retirement Plan Advice (401(k)/SIMPLE IRA etc.) Retirement Plan Design for Veterinary ClinicsNetwork of Estate Attorneys/CPAs/Insurance Agents to complete your holistic financial needs READY TO TALK? If you want to get in touch with me, here is a link to my calendar: https://calendly.com/miles-mnswm or you can drop me a line at miles@mnswealthmanagement.comP.S. Are you a veterinarian looking for a simple 4-step guide to a better retirement? Download my PDF here: www.mnswealthmanagement.com/jotformWebsite: https://www.mnswealthmanagement.com/publicationsInvestment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.8 Wright StreetSuite 107 - #4323Westport, CT 06880

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  Fairfield University

  Majors: Finance, Management