Miles Houston Mitzlaff
Financial Advisor
About me
I was born and raised in Louisville, Kentucky. After graduating from Auburn University with a degree in Finance, I dove straight into my passion for helping others by becoming a full-time financial planner.
I specialize in creating personalized financial plans that help families, businesses, and individuals achieve their financial goals. With a dedicated team of advisors by my side, I’m committed to providing the support and expertise needed to navigate the complexities of financial planning.
Whether you’re looking for advice around tax mitigation, wealth management, risk management, estate planning, debt optimization, or charitable giving strategies, I’m here to help you every step of the way.
Lending a hand in my community.
- Nashville Rescue Mission: I volunteer my time to support individuals and families in need, providing them with essential services and a path to a brighter future.
- Big Brother Big Sister Society: As a mentor, I am dedicated to fostering positive relationships and providing guidance to young people in our community.
- Operation ShowerUp: I participate in initiatives that offer hygiene products and support to those experiencing homelessness, helping them maintain dignity and well-being.
- West End Community Church: Through my church, I engage in various community events and outreach programs, working alongside fellow members to make a difference in the lives of others.
Also, as part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Here are my areas of expertise
- Wealth Management
- Tax Mitigation
- Debt Optimization
- Business Planning
- Life Insurance Planning
- Disability Insurance Planning
- Long Term Care Insurance Planning
- Annuity Planning
- Retirement Planning
- Estate Planning
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Get a financial plan that prioritizes your priorities.
Typically, when I help clients plan I take them through the following process:
1. Introduction call/Zoom (10 - 20 min)
2. Get to know where you are today and where you want to go (45 min - 1hr)
3. Provide education on applicable planning topics (45 min - 1hr)
4. Present a comprehensive financial plan (30 min - 1.5hr)
**This planning process is subject to change depending on the client.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.