Milestone Investment Management | Wealth Management | Lodi, WI

Seeds of Success

You have financial milestones you want to reach. It could be building wealth, investing for your dreams, or enjoying a rewarding retirement. Here's the thing about financial goals, without a plan, they are just a wish. This is where Milestone Investment Management comes in. We’ll create a financial plan and manage your investment portfolio to help nurture growth and cultivate your wealth.

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Clearing Your Path

When you set milestones in life, you have a clear view of where you are headed. This helps us together draw up a plan to reach your destination.

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Financial Planning

After getting to know you and understanding your goals, time frames, and risk tolerance, we will put together a plan that shows you the numbers with recommendations for all aspects of your financial life.

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Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

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Investment Portfolio Management

We’ll build and oversee a selection of investments to help meet your goals and comfort level for risk.

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Business Planning

When you are fully immersed in your business, it’s easy to put off crucial, long-term planning that can benefit you and your business. We take the burdens off your shoulders.

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Pursuing Your Goals Together

At Milestone Investment Management, we focus on developing long-term relationships through a commitment to quality client service.

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Confidently Move Forward

Together, we’ll take a collaborative look at your finances. We help you imagine your future, protect it from obstacles along the way, and invest to make that future possible.

We believe that with a proactive plan in place, you’ll be ready for all of life’s pivots — and have a team of financial professionals guiding you to make informed decisions every step of the way.

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Preparing for Life’s Transitions

Our Milestone name reflects our passion for supporting what is most important to you through major life events and times of transition. Whether it is making a career move, planning for retirement, simplifying your tax liabilities, or finding the best way to leave a legacy for loved ones, we can help you meet each of the milestones of life with confidence.