We Deliver Personalized Financial Planning & Wealth Management for Your Family
THREE KEY ELEMENTS OF MANAGING YOUR WEALTH
The Wealth Management Formula
When financial planning, retirement planning and investment planning are done properly and comprehensively, you can make informed decisions that help you thrive.
Advanced planning proactively addresses these four primary financial concerns:
- Wealth Enhancement: Mitigating taxes and cash flow planning.
- Wealth Transfer: Taking care of your heirs and those important to you.
- Wealth Preservation: Preserving your assets from being unjustly taken.
- Charitable Giving: Maximizing charitable impact.
A major key to your financial success is having a team of all-star professional advisors working together with Milestone as your quarterback. Relationship management has two key parts:
- Client Relationship: working with you collaboratively and consistently
- Your Professionals: We work alongside your existing professionals as needed to coordinate the delivery of the best solutions.
- Professional Team: Our expert team including specialized attorneys, CPAs and insurance advisors act as a “virtual office” on your behalf to deliver best-practice solutions and help you achieve your goals.
Wealth Management Process
We present a customized Investment Plan and our Investment Policy Statement (IPS). Both documents address what is most important to your future success, your investment process.
We have now answered two questions; can we help you and are we a good fit for each other. We now clarify what the relationship will look like going forward and commit together to work to achieve all your important goals.
We begin the processing of organizing your financial paperwork and your financial life. We also review the progress we have made on your investment plan.
We present and prioritize your Advanced Plan which has input from our Professional Expert Team in the four key areas; Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving. In all future regular progress meetings we update and monitor the progress of your advanced plan.
