I was referred to Milestone by a fellow teacher many years ago as I had questions about my retirement, etc., as an educator. My friend said he received excellent advice and highly recommended Milestone. I have been very pleased with my experiences, too.

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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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