Issues We Solve
Do you want help?
Many of our clients face the same issues and concerns. Through our strategy meetings, we help you find straightforward solutions to statements like these:
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I think I pay too much in taxes.
Through tax planning, we work through the issues to consider when reviewing your tax return and identifying tax-saving strategies.
I don’t understand my investments or what the strategy is.
Through investment planning, we discuss with you what your money is ultimately for and work through the issues to consider when reviewing your investments.
My student loans are a burden.
Through a student loan analysis, we work through the issues to consider when paying off your student loans.
I don’t want to outlive my money and be a burden on my family.
Through retirement planning, we work through the many issues to consider before and during retirement.
I’m afraid what will happen to us if I can’t work or if I pass away.
Through insurance planning, we work through the issues to consider and the impact on your household in the event of disability or prematurely passing away.
I want to create some sort of legacy.
Through estate planning, we discuss with you the issues to consider before creating or updating your estate plan with an estate planning attorney.
I don’t want my child to be buried by student loans.
Through education planning, we work through the issues to consider to help fund your child’s college education.
I’m stressed each month over money.
Through cash flow planning, we introduce you to tools available to help track where cash goes and how to arrange your money to have cash flow and savings organized automatically.
I just inherited this money, and I don’t know what I should do with it.
Through wealth preservation planning, we work through the issues to consider if you have experienced a sudden wealth event.
Milestones Financial, LLC uses our holistic financial planning process to help solve the issues bothering you. We do not use financial planning as a sales technique to steer you into a product sale. Our only form of compensation comes from our clients.
We are fiduciaries. All recommendations we make are in your best interests; 100% of the time.
We’re here to help.
If any of these statements sound like you, learn how we can help you solve your financial issues.