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COVID-19 Alert/Planning Update

3/23/2020 update 

Our country is in a time of chaos. No one is unaffected, including the team at Milestone Financial Planning. There is so much we cannot control, so we need to focus on what we can control. There are many financial planning decisions that have become more urgent at this time or should be revisited considering recent events. These include estate planning decisions, when to collect Social Security and what investment moves can be undertaken now to save significant taxes in the future. Everyone’s situation is different, and you should not make big financial decisions without professional guidance. We are currently focused on our existing clients and have started a waiting list for new clients. If you are interested in becoming a client, please contact us HERE.

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