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.

A Team of Experts

In addition to our expertise, we work closely with highly experienced partners including tax and accounting professionals to create a “virtual office” working on your behalf.

Download the Guide Now

At Milestone Wealth, we pride ourselves in our ability to thoroughly help our clients with every aspect of their transition into retirement. Download our free guide that answers some of your most asked questions.

Contact Us:

Milestone Wealth
205-D Plaza Drive
Greenville, NC 27858

Phone: 252-756-7005
Toll Free: 877-706-7005
Fax: 252-756-7064