Patrick B. Miles, Sr., is a Safe Money & Retirement specialist and a Partner and Co-Founder of MILES Financial Group. Mr. Miles is the host of the Safe Money Radio Show on Saturdays from 1:00pm - 1:30pm and Sundays from 12:00pm - 12:30pm on "K-PRAISE," 1210 AM - KPRZ.
Patrick has experience in the insurance and annuity industry with a specific emphasis on helping clients make wise financial decisions. He has over 25 years of experience in executive management and leadership in the areas of Financial Services and Information Technology. As a financial solutions specialist, he is licensed with the Department of Insurance in California and several other states. Patrick's passion is helping clients prepare for and navigate through the challenges in retirement. He believes that the only way to properly advise clients in retirement is by creating comprehensive retirement plans that provide contractually guaranteed income, wealth management, estate planning, social security planning and tax strategies.
Mr. Miles understands that too many people have their retirement savings exposed to the volatility of the market, as if they had all their chips on the retirement table while gambling their future. Patrick’s aim is to move some of those chips off the table, such as an IRA or 401K, and provide guaranteed asset protection as well as a great rate of return. Consequently, he only recommends Safe Money investment strategies where the principle investment is protected and the gains are always locked in. The average rate of return over the past 10 years using this strategy has been 8-10%.
Primarily serving the Southern California market, Mr. Miles is recognized nationally as a specialist in "no market risk" financial planning strategies that provide upside market potential, with no downside market risk. To learn more, tune in to the Safe Money Radio Show with Patrick Miles on Saturdays from 1:00pm - 1:30pm and Sundays from 12:00pm - 12:30pm on "K-PRAISE," 1210 AM - KPRZ.