Our Services

     

 

 

Our services

At Milestone Planning Group we understand that each client's financial situation and goals require a customized approach to investing, and that many investment objectives can change over time. Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life.

Financial Planning

Your plan is designed to be dynamic, incorporating your changing financial needs over the years. The plan can adapt to include major purchases, business continuity issues, merchant banking services or even changes in family configuration.

As you enter your peak earning years, the attention may shift to tax-advantaged strategies for preserving wealth through properly executed estate planning. Approaching retirement means dealing with the structuring of income flow and wealth transfer. Following are some of the areas of Financial Planning that we can help you with:

Retirement/Cash-flow planning

  • Provides a roadmap for family lifestyle
  • Investment and portfolio withdrawal strategies
  • Coordination with pension and employee benefit plans

Education planning

  • Outlining the opportunity to fund family aspirations
  • Tax-efficient methods to accumulate assets for tuition
  • Lump-sum or systematic savings plan focused on control

Risk management

  • Peace of mind against the unexpected
  • Security for your loved ones in the event of death, disability or need for long-term care
  • Proper protection for your assets, income and businesses

Investment planning

  • Enhancing retirement possibilities by maximizing portfolio risk/return parameters
  • Highlighting an effective asset allocation across major asset classes
  • Addressing available alternatives to mitigate the risks of concentrated positions

Estate planning

  • Conservation and disposition of assets using wills, trusts and charitable gifting strategies
  • Peace of mind that your legacy is executed according to your wishes
  • Provision of care for surviving and future family members
  • Optimization of liquidity strategies
  • Life planning via living wills and powers-of-attorney
  • Ensuring business continuity

Divorce Planning

  • Financial Education
  • Document Compiling and Organization
  • Divorce Settlement Analysis