Milestone Planning Group

Comprehensive Retirement, Estate, and Business Planning

Carl A. Mitlehner, CFP®, MSFS, ChFC, CLU, LUTCF, RHU, REBC, CEBS, CDFA

Financial Services Specialist

Carl A. Mitlehner, a Certified Financial Planner® professional and holder of a Masters of Science Degree in Financial Services, provides sophisticated business, financial, and estate planning solutions for his clients.

Carl is committed to acting as your key trusted advisior and assists his clients comprehensively in areas such as asset management, capital preservation, retirement planning, educational planning strategies, risk management and insurance planning, estate planning strategies, wealth transfer and succession planning.

Working closely with Carl, together he and you can create a written plan to help get you where you want to be, and where you need to be.  Carl looks forward to the opportunity to join you and your family on this important journey.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

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