There’s a lot on your plate, and little time to manage finances.
Your money is all over the place (IRA here, CD there, 401(k) over there…).
It’s a total pain to coordinate different people to manage your money…
And you’d rather go to the beach than spend time managing your portfolio.
When it comes to managing your money, there is no “plan-b”, you have to get it right.
Want someone with experience to proactively manage your assets so you don’t have to.
If any of that sounds familiar…
You’re in the right place.
Schedule Your 15-Minute Intro Call In 30-Seconds (Completely Free, Zero Obligation)
We know you have a lot on your plate and you might not want the pressure of managing your portfolio. That’s why we do it for you.
Financial Planner, CFP® CWS®
Lead Tax Preparer & Planner
CHFC, Life & Health
CPA, Partner at Courtney, Fink & Forbes, LLP
Lauren oversees content marketing for Milestone, *Lauren is part of our team via Left Field Insights
Operations Manager, *Dessy Raza is part of our back-office support team via RIA Innovations
Operations Associate, *Grace Talen is part of our back-office support team via RIA Innovations
Senior Compliance Consultant (Financial Planners Assistance)
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