25 Ways Milestone Wealth Management Can Help You

Sep 27, 2022 | All Posts, Blog | 0 comments

Questions about your financial future? We exist to help you make a plan that allows you to feel prepared and confident for the years ahead. Here are the top 25 ways that Milestone Wealth Management can help you.


What do we do?

Here at Milestone Wealth Management, we exist to be your financial guide. We’ve helped over 300 individuals and families through their personal financial milestones.

Whether it’s sending a child to school, starting a business, giving to charity, or making the decision to retire, we provide you with advice unique for you to help you make financial choices that move you toward your goals.


25 ways Milestone Wealth Management can help you

In what other areas can we help you financially? Whether you’re looking for assistance in wealth management, financial planning, retirement planning, insurance, or financial investing, we know that these important financial decisions can have a significant impact on your future. We’re ready to help you prepare.

Here are the top 25 areas in which we most commonly counsel, advise, and help our clients.

  1. Cash Flow
  2. Saving (how much is enough?)
  3. Paying down debt/when debt makes sense
  4. Life insurance (types of life insurance and what is right for you!)
  5. Disability Insurance
  6. Investing for retirement / 3 tier reserve
  7. Basics of different account types (pre-tax, post-tax, tax-free, non-qualified vs qualified)
  8. Roth IRA Conversion / lifetime tax planning
  9. Understanding what accounts to use and when
  10. Creating your retirement paycheck
  11. How Medicare works
  12. When to draw Social Security / strategies
  13. Understanding RMDs
  14. Simplifying your financial life
  15. Estate planning for parents
  16. Estate planning for leaving a legacy / gifting to future generations now
  17. Charitable giving strategies / QCD’s
  18. Insurance / benefits for business owners
  19. Retirement plans for business owners
  20. Securing your accounts / fraud prevention
  21. End of life planning (LTC)
  22. Annuity reviews
  23. Major purchase counseling (for example, buying a house/car and how that may affect your final financial plan)
  24. Small business acquisition and sales (transitioning out of your business)
  25. Health insurance / HSA


How to get in touch with us

Ready to get started? We’re excited to get to know you and see how we can help you better prepare for a financial future that you’ll confident about.

Simply call us today to get started. We’ll set an official time to meet. At our meeting with you, we’ll spend about an hour getting to know you, your story, and your goals for the future. Finally, our team will lay out a custom plan to help you reach your financial milestones.

Call today to see how Milestone Wealth Management can help you!


Download our 15 Detailed Steps to Financial Success

One of the most difficult parts about planning for the future is the unknown. Because of this, we’ve created a free financial checklist that allows you to take note of which areas of your financial life are all set and which ones need attention.

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