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.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Roth IRA Conversion

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

HOT TOPIC: What Can We Expect in 2014?

While economic forecasts for 2014 are encouraging, there are factors to watch in the months ahead.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

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