Milestone Wealth Management

Welcome to our website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We strive to educate you on financial concepts, introduce you to our team and firm, and provide you with easy access to market performance data.

Our Mission Statement

Our mission is to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We aim to provide you with the necessary tools and knowledge to make informed financial decisions and to build a customized financial strategy that addresses your unique needs and goals.

Services We Offer

At Milestone Wealth Management, we offer comprehensive financial planning and investment management services designed to help you plan for your financial future. Our services include:

1. Financial Planning: We work with you to create a comprehensive financial plan that takes into account your goals, risk tolerance, and time horizon. Our financial planning services include retirement planning, estate planning, education funding, and insurance planning.

2. Investment Management: Our investment management services are designed to help you grow and preserve your wealth. We use a disciplined investment process that is tailored to your unique needs and goals. Our investment strategies are based on extensive research and analysis and are designed to help you achieve your long-term financial objectives.

3. Retirement Planning: We help you prepare for retirement by analyzing your current financial situation, estimating your future expenses, and developing a retirement income strategy that meets your needs. Our retirement planning services include social security analysis, pension analysis, and 401(k) rollover advice.

4. Estate Planning: We work with you to develop an estate plan that protects your assets and provides for your loved ones. Our estate planning services include will and trust preparation, beneficiary designation analysis, and estate tax minimization strategies.

5. Education Funding: We help you plan for your children's or grandchildren's education by analyzing your current financial situation and developing a funding strategy that meets your needs. Our education funding services include 529 plan analysis and advice on other education savings options.

6. Insurance Planning: We help you protect yourself and your loved ones from financial risk by analyzing your current insurance coverage and recommending appropriate policies. Our insurance planning services include life insurance, disability insurance, and long-term care insurance analysis.

Our Team and Firm

Our team of experienced financial professionals has the knowledge and expertise to help you achieve your financial goals. We are committed to providing you with the highest level of service and advice and to helping you make informed financial decisions.

Milestone Wealth Management is an independent financial planning and investment management firm. We are not affiliated with any insurance company, broker-dealer, or investment firm. This independence allows us to provide objective advice and recommendations that are in your best interest.