Value of an Advisor

Independent financial advisors have the potential to deliver significant value to investors. This framework can be a helpful guide when determining how an advisor’s services and expertise may benefit your financial situation.

Welcome to Milestone Retirement

Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.

Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with some of the top law firms in the country as well as other top experts in the finance and insurance fields.

Our goal is to be “the” place a client can turn to get answers/help on asset protection, income, estate, and capital gains tax reduction, growing wealth in the least risky manner possible, estate planning, business/corporate planning issues and much more.

We hope you enjoy our website and find time to both read various parts of the site as well as watch several of the educational presentations.

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    ASSET PROTECTION

    All clients should take steps to have their wealth protected from creditors. Unfortunately, most do not. Asset protection doesn’t have to be difficult or expensive. On this site, you will learn how exposed your assets are to creditors and how to protect them.

    RETIRE TAX-FREE

    For many people, funding a tax-deferred 401(k) or IRA can be more tax hostile than tax favorable. Most people are unaware of a tax-free retirement tool that can be a much better retirement tool than tax-deferred plans.

    GUARANTEED INCOME*

    From 1999-2008 the S&P 500 stock index was negative (a lost decade). If you are interested in avoiding downturns in the stock market while receiving a guaranteed rate of return of up to 7% coupled with a guaranteed income

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    *All guarantees are backed by the claims-paying ability of the issuing insurance company.