“Will your money outlive you, or will you outlive your money?”
We work to make sure that our clients’ retirement income can continue to support their lifestyle, providing comfort and independence, through decades of retirement. Retirement planning is about building a retirement income stream that rises with the cost of living by long-term investing in a broadly diversified portfolio of global companies.
In order to accumulate the nest egg necessary to support an independent retirement and to keep your retirement income rising at a rate related to your cost of living increases, you will need to invest using patient, disciplined long-term ownership of a broadly diversified portfolio consisting of the great companies of the world.
At Milestone Financial Planning, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team. Our team has a fiduciary responsibility to our clients. We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors may offer. We also coordinate your plan with your other advisors – estate planning attorneys, insurance agents, CPAs, etc.