We pride ourselves in our ability to thoroughly help our clients with every aspect of their transition into retirement
Want to plan for the future while maintaining your current lifestyle? When you partner with Milestone Wealth, we embrace best practices in managing every element of your financial plan to carefully guide you on your journey towards retirement.
Today, people are living longer than ever. Instead of planning for ten years of life after retirement, we strive for decades of a vibrant and active lifestyle. Although this is great news, it may change the way we use our assets prior to and throughout retirement.
Retirement Planning
By determining your “value gap,” we’ll pinpoint the difference between what you receive for your business net of taxes and fees, and what’s needed to comfortably support your current and future lifestyle.Legacy Planning
As we approach retirement, we all ask this question. Will I have accumulated enough when I retire so that I can live comfortably for the rest of my life? To answer this question, you must have a full understanding of where you are now and where you need to be at retirement. This entails the development of a financial plan.
