Do You Wonder How Risky Your Investments Are?

Find your personal
risk score
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100, click on the button below. We create strategies that are tailored to your needs and goals.

Do You Wonder How Risky Your Investments Are?
Find out by using our Investment Risk Quick Score App!
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OUR TEAM
Discover how we help individuals and families achieve their ideal retirements.
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About Us
A sound investment strategy should begin with a deep understanding of your risk tolerance, time horizon, and goals. That’s why we put your unique financial needs at the heart of our proven holistic approach.
- Financial Services
Together, we can build a sustainable future that will adapt to whatever life brings your way.
- Our Team
With our knowledge and your goals, a sound financial strategy is more attainable than you might think.
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Custom plans for every stage of life. Wherever you go, we'll go there with you.

Keep Your Finances in Your Back Pocket With Our Mobile App!
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The *Milestone™ Asset Management Mobile phone application enables authorized Milestone clients to access portfolio data in a simple, elegant interface.
*When using the app you will see the Milestone™ logo, once you login you will view the Legacy Account.
Knowledge Leads to Financial Freedom
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

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Managing Your Lifestyle
"Searching for a financial advisor that understood my goals was tough. Then I met the team and was beyond happy. These financial professionals understand what it means to prepare your family for the future!"
- Jimmie Mitchell, Proud dad
"I appreciate working with a financial firm that is so invested in the community. It means a lot to me and my business."
- Eve Polastri, Passionate volunteer
We Treat Our Clients Like Family
We strive to help our clients with every aspect of their financial future. Here are just a few that we've helped on their way to financial freedom.