Financial planning for people approaching or in retirement.
Serving people age 50+ who:
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Want professional advice
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Want to take action
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Are comfortable maintaining control of their hard-earned money
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Are genuinely nice people with whom we share a mutual respect
Making work optional
Retirement planning does not mean you must retire. It means you want to reach a point where you do not have to go to work each day to earn a living; a point where you can choose what you want to do with your time. That is called financial independence. We believe the right planning helps get you there faster.
![Financial Blind Spots Financial Blind Spots](https://milestonesfin.com/wp-content/uploads/2023/10/Financial-Blind-Spots.png)