Milestone Investments

Who We Are

Milestone Investments operates as a boutique advisory firm founded on the principle of empowering clients through independent, comprehensive financial planning. Established in 1999, our team of experienced professionals possesses a deep understanding of the ever-changing financial landscape and utilizes a data-driven approach to navigate complex financial situations with clarity and confidence. We prioritize building lasting client relationships based on trust, transparency, and personalized guidance.

Our Approach

At Milestone Investments, we go beyond simply offering products and services. We take the time to:

• Understand your unique needs and goals: We review your financial situation, goals, and risk tolerance to develop a personalized plan tailored to your individual circumstances.
• Empower you with knowledge: We provide clear and concise explanations of your financial options and the potential impact of various strategies.
• Offer unbiased guidance: We operate independently from large institutions, ensuring your interests remain our top priority.
• Deliver exceptional service: We prioritize responsiveness, clear communication, and regular updates throughout your journey.

1. 401(k) Plans

• Fiduciary consulting and plan design
• Investment analysis and selection
• Compliance monitoring and reporting
• Participant education and communication

2. Individual Wealth Management

• Comprehensive financial planning and goal setting
• Asset allocation and portfolio management
• Retirement planning and distribution strategies
• Estate and tax optimization

3. Retirement Income & Distribution Planning

• Comprehensive analysis of your retirement accounts and other assets
• Strategies for maximizing income in retirement
• Implementation of withdrawal and distribution plans
• Guidance on tax optimization and distribution options

Our Team

Our team comprises seasoned professionals with extensive experience in:

• 401(k) plan management
• Individual wealth planning
• Investment and portfolio management
• Retirement income planning
• Client communication and service

We believe in the power of individualized attention and collaborative planning to achieve your financial goals. Contact us to schedule a consultation and discuss how Milestone Investments can be your trusted partner on your financial journey.