Milestone Financial Associates, LLC

Milestone Financial Associates is a team of financial specialists that business owners, leaders, and successful families hire and work closely with over time. We ask good questions and really listen - helping you to clarify what you want and offering alternatives to map out the best financial path for you. We are proactive about making sure the right things happen at the right time and we engage with your other advisors (CPA, attorney, etc.) to coordinate with you. This ensures that all key areas of your financial plan are addressed - from investment management, 401(k), estate and succession plans, to insurance, key employee retention, tax, retirement income, business planning, and more. Through this relationship, financial attention, and discipline, our goal is to enhance clients security, reduce financial anxiety, and experience the personal satisfaction that comes through identifying, measuring progress, and accomplishing their financial goals. Securities and advisory services a...