Our Services

Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.

After we have assessed your needs and goals, we will suggest a mix of investment products to best serve you. Because Milestone is an independent financial company, we have the advantage of offering you access to a wider variety of products than those of many bigger Wall Street firms.

After we implement your investment program, we will continue to monitor your investments' performance and consult with you regularly to ensure the program continues to reflect your current circumstances and aims.

Services we provide:

  • Investment management
  • Education planning
  • Post-retirement income planning
  • Insurance Planning
  • Strategies for minimizing tax burdens
  • Estate planning
  • Charitable giving strategies
  • Coordination with other professionals, such as CPAs, and attorneys, to ensure that everyone is working toward your common goals


Reviewing a document during a meeting