Tax-Smart Retirement Planning For Those In Or Nearing Retirement
You Don’t Have To Do The Heavy Lifting Anymore.
Let Us Do It For You.
Why People Like You Come To Milestone:
Fiduciary
A fancy word that means we are a true financial partner who acts only in your best interest.
Fee-Only and Independent
We don’t peddle financial products for a commission. We work for you and are ONLY paid by you.
Boutique 1-1 Service
We custom-tailor every detail of your financial plan to your unique needs and situation. You are an individual not an account number.
…And Why They Stay With Us For Life
A Financial Partner Who Cares About Their Money As Much As They Do.
They have someone in their corner working as hard to protect their money as they did to earn it.
A Retirement Plan Free Of Mistakes Or Errors.
We help them build and implement a retirement plan free of mistakes or errors. We keep a pulse on the market and update their plan so they don’t have to.
Someone Who Will Do The Heavy Lifting.
Instead of managing their money alone, they have the help of a knowledgeable financial professional.
Want A Financial Planner Who Treats You Like A Partner Instead Of A Number?
It All Starts With A Conversation. Click Below To Pick A Time To Chat.
Case Studies
Take a look at these hypothetical case studies to see how we can help
(Please note: These hypothetical examples do not involve a Milestone client, and should not be considered a guarantee)
Case Study 01
Financial Management
Suzanne is married with four young kids. Both her and her partner have full-time careers and investment accounts.
Case Study 02
Retired
Bob and Beth are a retired couple. Beth used to work as a director for a pharmaceutical company.
Case Study 03
Stay Retired
Vinnie is in his mid-60s and has a wife and three kids. He used to have a senior-level insurance job.
Milestone’S Services
The Lifestyle You’ve Earned (The Peace Of Mind You Deserve)
Financial Planning
We help you create realistic financial milestones. Then, we build a plan — together — to help you reach them.
Tax Planning & Prep
Taxes could cost you tens of thousands of dollars. We make sure you pay the least amount possible.
Asset Management
Based on 50+ years of Nobel Prize-winning research. Designed to minimize risk and protect your finances.
Flat-Fee Planning
Manage your own accounts, with comprehensive planning and advice.
10 MOST OVERLOOKED TAX EFICIENT RETIREMENT STRATEGIES
Attention: Pre-Retirees and Retirees
Learn the following:
👉 Roth Conversions, and if they may make sense for you.
👉 How your Social Security is taxed and how to minimize it.
👉 How to potentially reduce your required minimum distribution.
👉 How to pass on your assets more tax efficiently AND MUCH MORE!
Built To Do What’s Best For You
Milestone Was Founded By Michael Mezheritskiy In 2016 With One Goal: To Do What’s Right For Our Clients.
Want A Financial Planner Who Treats You Like A Partner Instead Of A Number?
It All Starts With A Conversation. Click Below To Pick A Time To Chat.
Simple Financial Advice In Plain English
Read Our Blog, Keystone Concepts, For Financial Topics Written For Folks Like You
2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022
Milestone in the Media
Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award six years in a row. Named one of the top Connecticut-based Wealth Management Companies 2021 by Daily Finance.