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What We Do 2017-05-04T18:02:19+00:00

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FINANCIAL PLANNING

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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INVESTMENT MANAGEMENT

Milestone Asset Management Group is a fee-only registered investment advisory firm who utilizes a long-term prudent investment strategy based on 50+ years of Nobel Prize-winning research. We build our portfolios by utilizing a multidisciplinary approach to create strategic allocations that align with each clients’ time frame, risk tolerance, and investment objectives.

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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 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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OUR SERVICES

A comprehensive financial plan involves a detailed look at your current financial situation, a discussion of financial goals and the development of a road map to get from here to there. At Milestone we have over 16 years of experience designing comprehensive financial plans.
Milestone Asset Management Group can be hired to provide goals-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.
Where will your retirement income come from? What does your ideal retirement looks like? Will you have adequate funds to provide the kind of retirement lifestyle you envision? At Milestone we will help you design a detailed retirement plan that will address 5 major retirement risks: longevity, asset allocation, inflation, distribution rate & health care cost.
Do you own your companies stock in your 401(k) plan? There might be a tax efficient way of distributing it. At Milestone we have over 16 years of experience in evaluating and implementing Net Unrealized Appreciation strategy.
Milestone Asset Management Group is a fee-only registered investment advisor. Which means we do not collect commissions or sell products. Our portfolios are designed to align with each clients’ time frame, risk tolerance and investment objectives. We believe that fees do matter because of that our portfolios are constructed using low cost ETF’s (exchange traded funds). We don’t subscribe to market timing practices and look to rebalance portfolios back to original targets when needed.
At Milestone Asset Management Group, we will review recommend proper college funding strategies, assist with appropriate investment selection and provide ongoing monitoring to ensure your saving remains on track with your goals.
Milestone Asset Management Group specializes in providing 401(k) services and fiduciary oversight for small & mid size businesses.
As the plan sponsor, you have a “fiduciary” obligation to make sure that your plan fees are fair and reasonable. At Milestone we can provide you with a complimentary fee assessment of your plan and uncover potential fiduciary violations.
Are your employees happy with your 401(k) plan? Would you like to increase your employee participation rate? An engaged employee is a happy and more productive employee. Milestone has been able to significantly improve participation rate and satisfaction rate among employees.

THE PROFESSIONAL NETWORK SERVICES

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. The Professional Network team can help you manage the impact of taxes on your financial efforts.
Making sure you have updated will, and the proper estate planning strategy is a crucial part of any financial plan. Experts in the professional network services will review your current situation and recommend necessary changes
The Professional Network team will evaluate your home and auto insurance policies, looking for gaps in coverage and making sure you have adequate protection.
Do you have adequate life insurance coverage? How does the life insurance fits in to your over all plan? Should you use life insurance as an estate planning tool or protection tool? The Professional Network team will evaluate your situation and recommend solutions that are designed specifically for your.
The Professional Network team will evaluate your business insurance policies, looking for gaps in coverage and making sure you and your business are protected. They will review/recommend buy sell agreements, key man policies among many others.
The Professional Network team will evaluate your current employee benefits and recommend potential changes to improve the offering and potentially reduce cost.
Looking to sell your business? Need help figuring out what the right price should be? The Professional Network team can help determine the proper market value of your business.
Looking to sell your business? The Professional Network team can help with valuation as well as sale of your business.
Looking to purchase a business? The Professional Network team can help by working closely with you to try and help you find exactly what you are looking for.

HAVE QUESTIONS? ASK OUR EXPERTS.

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