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The Professional Network Team 2017-05-04T18:02:18+00:00

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THE PROFESSIONAL NETWORK TEAM

A team of carefully selected experts, each with a high level of knowledge and skill in key financial areas. This team of specialists applies its expertise to evaluate all aspects of your Financial Situation and devise appropriate solutions. The professional network team can help identify issues and provide solutions in many areas. We present you with several possible scenarios so that you can make an informed decision. Next, we develop specific strategies to determine how your resources can be applied to meet your goals. We revisit your plan as circumstances evolve and meet with you at regular intervals.

THE PROFESSIONAL NETWORK SERVICES

column2-image1Tax Planning

column3-image1Life Insurance Planning

column2-image1Home & Auto Insurance Review

column3-image1Business Insurance Review 

column2-image1Employee Benefits 

column3-image1Business Valuation 

column2-image1Buying & Selling a Business

column3-image1Mortgage Review 

column2-image1Buying or Selling a House

column3-image1Payroll Services 

column2-image1TPA Services 401(k) Plans

HAVE QUESTIONS? ASK OUR EXPERTS.

Ask An Expert

Disclosures:

Milestone Asset Management Group is a separate entity from its Professional Network Team. Milestone does not endorse nor is Milestone responsible for any advise given by members of professional network team. Milestone does not receive any compensation for referrals nor are you required to use any one in the Professional Network Team. These added services provided as a benefit and you are encouraged to do your own research before engaging any one form Professional Network Team.