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FINANCIAL PLANNING & ASSET MANAGEMENT

At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together.

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MILESTONE VS WALL STREET

When choosing a financial advisory firm to invest your money with, a fiduciary relationship should be a critical component to your selection process – it is important to know and understand the difference between an RIA (Registered Investment Advisor) and a Stock Broker before making a selections.  RIA (i.e. Milestone Asset Management Group) is a firm that is licensed and regulated by the Securities and Exchange Commission (SEC) or your state.

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401(k) FIDUCIARY SERVICES

Milestone Asset Management Group provides plan sponsors of defined contribution plans a full array of services designed to assist and enhance the fiduciary oversight of their employee 401(k) plans. Milestone wants to give you peace of mind knowing your 401(k) plan is properly positioned and compliant in the ever changing financial landscape.  We will share in your fiduciary responsibility that is associated with the management of your company’s retirement plan.

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HOURLY SERVICES

Milestone Asset Management Group can be hired to provide goal-based wealth management services. Our hourly program operates much like a dentist’s or accountant’s practice. Clients call or visit when they have a need and they pay for the time spent working on their specific financial strategy. There are no long-term contracts or retainer agreements. This hourly fee approach gives you the flexibility to schedule just a financial check-up and/or get a second opinion, if that is all you need.

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