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Families & Working Professionals

It’s Important to Have a Financial Plan, Especially When Life Gets Busy

At Milestone we understand you’re hard-working professionals, and life can get hectic when you’re growing your career, busy with your kids, maintaining your home, managing your cash flow, and whatever else life throws your way. While we can’t guarantee that life won’t throw you curve balls, what we can do is ensure you have a solid financial foundation and that you’re prepared for whatever life throws your way. Let one of our expert financial advisors set you on the right path and walk with you to reach your own unique financial goals.

Here’s some examples of how we can help


Home purchase

Let us help you determine what you can afford, and help with insurance to make sure your home is protected.

Education funding

 Everyone knows college is expensive and costs keep rising. We’ll help you determine the best way to save for college and how to achieve a quality education at an affordable cost.

Protecting your family 

How much life insurance do I need?  Do I need a Will at my age? Should I have a trust? These are questions we field all the time here at Milestone and we can help you address these concerns so that you and your family are taken care of in a worst-case scenario.

Saving for the future

Your employer retirement savings plan details can be confusing. One of our expert financial advisors can help navigate the financial jargon and suggest other savings options so that you can live the retirement of your dreams.

Minimizing taxes

Most people dread the April 15th tax deadline and are concerned this year with the new tax law changes taking effect. At Milestone we have CPA tax experts to do pro-active tax planning throughout the year.

Aging parents

Your parents took care of you, and now that they are older, many people are unsure of how to help them. Let us help you with your aging parent needs.