Who We Are
Milestone Investment Management LLC is a locally owned and operated independent financial planning firm. We provide retirement income planning and financial planning for retirees, pre-retirees and families.
How We Are Different
At Milestone, our methodology is what sets us apart from other investment firms. We believe your portfolio must not only consider your current financial situation and long-term goals but also the unique circumstances in your life. The planner must also consider the significance of all your assets and available income sources - such as real estate, Social Security, and pensions - as well as the expected impact of income and estate taxes, both today and in the future.