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    At Lee Miles, we hold informational seminars  for our clients and the greater community that feature information on specific topics, such as retirement income planning and Social Security optimization. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

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    Since 1988, Lee Miles has been working with friends and neighbors throughout the greater Ogden area to help meet their financial goals.
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    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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    Check out our list of upcoming seminars and classes. Click on the link below to get more information on a particular event.
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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.