Michael Miles, CFP®, QPFC

Ashburn, Virginia, 20147

Member Since 2006

Independent retirement planning and analysis free from hidden conflict of interest and sales pitches.

My Location

Years of Financial Experience
- 13
Education
- Virginia Tech (BS Geology, 1985)
- George Mason University (MBA (Finance), 1993)
Certifications and Designations
- CFP®
- QPFC
Association Memberships
- Better Business Bureau

Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Semi-Annually)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually and upon request
- I review my clients' investment portfolios with them semi-annually and upon request

Registration & Licensing
- CRD/IARD Number: 2730873
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Variplan, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Services: Tax Efficient Investing

Visit Website - http://www.variplan.com