When life throws you a curve-ball, we know it can be difficult to focus your attention towards finances and figuring out what to do next.

Dealing with accounts and finances after the loss of a loved one can be an overwhelming change for many women who are not used to handling their family’s finances, so being prepared and developing a financial plan is the best thing you can do for yourself and your family.

 

Financial Planning

It is important to work with a trusted financial advisor to develop a financial plan for your future. Look for an advisor who not only helps you to develop a plan, but also works with you regularly to monitor the plan and make adjustments as your life changes.

Retirement 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.

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Losing someone close to you can be an unbearable thing to handle. At Milestone Wealth, we specialize in helping women who are going through the death of a spouse by giving financial guidance in order to stabilize your life after loss.

Contact Us:

Milestone Wealth
205-D Plaza Drive
Greenville, NC 27858

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