Questions? Get in touch!
Email: josh@milestonesfin.com
We are a virtual and paperless financial planning firm. Appointments by videoconferencing only.
Interested in working with us?
We serve clients age 50+ seeking tax-smart retirement planning for an hourly fee. We help you maintain full control over your money and offer professional advice on things like reducing your tax bill, investing smarter, and creating retirement income.
We are located in Columbus, Ohio, serving clients locally and throughout the country thanks to our simple but secure virtual platform.