Niles has been helping clients identify their financial goals more than 40 years. Whether it has been farm or other business owner succession planning, Niles has strove to understand clients needs. Based on their goals, he has worked with them to create a plan and helped them implement the investments and insurance to help fill the gaps.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
I would invest it all in flowers for my wife, 10% to charity and a new place for my wife in Meza Arizona.
What’s the most likely place people could find you on a Saturday night?
Enjoying time with my wife.
Which would you pick: Living on the beach or living near the mountains?
The mountains. They are so majestic.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
To continue with good health, be loving to all and never get to full of myself.