Our Firm
Milestone Planning Group
We believe in building long-lasting relationships with individuals and businesses looking for the pinnacle of customer service, professionalism, sophistication, and diligence.
We practice a holistic approach in comprehensive financial planning. We take into account your present financial situation, your financial goals and immediate needs. We will develop an easy to follow roadmap to help you achieve financial success.
We strictly adhere to the following Financial Planning Code of Ethics principles:
- Integrity
- Objectivity
- Competence
- Fairness
- Confidentiality
- Professionalism
- Diligence
The Foundation of Your Financial Plan
We believe that the success of any financial plan depends on the strength of its foundation.
A solid foundation will protect your present and future wealth. Any financial plan not properly protected can be destroyed by the perils of life's events.
It is our top priority to safeguard your financial plan in case of a premature death, illness, an untimely divorce or the risk of long term care. We will thoroughly review your needs and present a financial plan to help protect your assets.
We take the mystery and fear out of Investing, Managing risk, Preparing for College, Realizing Retirement Goals, and Preserving Your Wealth.
Here are some of our offerings:
- Financial Planning
- Estate Planning
- Investment Planning and Review
- Retirement Planning
- College Planning
- Business Benefits Planning
Please give us a call to begin or to review your existing financial roadmap.
(703) 858-5796
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