Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Financial Planning

Whether you are just looking for some sound investment opportunities, or if you're looking for an entire net-worth comprehensive strategy, Milestones Financial Group specializes in helping our clients manaetheir retirement nest egg, while also taking steps toward meeting thier financial goals. 


Be it a retail or service business venture or an investment in the stock market, Milestones posesses the resources and know-how in an effort to put your money to work for you. 


Milestones also specializes in annuities. Whether you're looking to increase your savings, protect what you've saved, or generate a stream of income, we can take you through the pro-and-cons of Deferred, Income or Living Benefit annuities that best fit your needs and goals. 


We can help you understand the benefits of an Individual Retirement Account and strategize how an IRA can work for you. 

401K Distribution Strategies

Milestones can help you explore the benefits of the control and investment flexibility a 401K Distribution Strategy can provide for your retirement plan. 

Life Insurance

Life Insurance is about life, and the lives of the ones we care about the most. Milestones Financial Group has been in the Life Insurance business sinces its inception, and we can help you obtain a policy for you and your loved ones' needs. 

Long Term Care & Disability Insurance

Unfortunately, we ourselves and our loved ones sometimes get sich or injured. We can help you choose the insurance that will provide the care and coverage available. 


Employee Benefits

Milestones can assist you with setting up a comprehensive employee benefit package that suits your employee benefit package that best suits your employee needs while also matching the philosophy of your company. 

Retirement Plans

Whether it's the aforementioned IRA or 401K Distribution Strategy, Milestones Financial Group also provides a myraid of other Retirement Plans to help address your retirement goals that work for you.