Milestone's Financial Planning Value
Personal Financial Planning
In financial planning, no two people are alike when it comes to their goals and aspirations. At Milestone Financial Planning we provide comprehensive financial planning advice that is tailored to each client's unique situation and goals. All of our advisors are fiduciaries and Certified Financial Planner™ practitioners. As fee-only planners you can be assured that the advice we provide is not muddled by commissions or sales quotas.
Experienced Tax Planning
What separates Milestone from many other financial advisors is the emphasis and expertise we provide with tax planning. Taxes are complex and one of the largest lifetime expenses that continue long after you cash your last paycheck. All our advisors are experienced tax planners, and with a CPA on staff, our goal is to reduce your overall lifetime taxes paid. We do this by having a robust understanding of the current tax code along with staying up to date on any tax law changes, and the financial planning opportunities that arise from them.
Retirement Planning Consulting
Do you have enough saved? How much can you spend in retirement? What will you do in retirement? Will your spouse be OK if something happens to you? These are a few of the many questions people ask before retiring. At Milestone Financial Planning we not only help our clients plan for retirement of their dreams but continue the planning through retirement as well. This includes monitoring your savings so they last through retirement, adjusting your investment portfolio as needed, or creating a plan to pass assets to the next generation, just to name a few!
Additional Financial Planning Services
As comprehensive fiduciary financial planners our services go beyond the ones mentioned above. For more information on all the financial planning services we provide, please see our services page. We've learned through the years as a financial planning firm that no two clients' circumstances or goals are the same and requires tailored advice based on your unique situation. So we can better understand your personal story, and how we can help you reach your financial planning goals, please follow the link below to contact us.
CONTACT US FOR A COMPLEMENTARY INTRODUCTORY CONVERSATION ABOUT YOUR SITUATION