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.

Download the Guide Now

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
500 Red Banks Rd, Suite D
Greenville, NC 27858

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

"*" indicates required fields