12410 Milestone Center Drive,
YOUR VISION YOUR LEGACY
We help you grow and preserve your wealth so you can focus on what matters most.
Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’smost 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.
GET TO KNOW
Discover how we help individuals and families achieve their ideal retirements.
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.
Together, we can build a sustainable future that will adapt to whatever life brings your way.
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With our knowledge and your goals, a sound financial strategy is more attainable than you might think.
Custom plans for every stage of life. Wherever you go, we'll go there with you.
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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.
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.
"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
"I didn’t think we could start saving for college, but Legacy Capital Planners showed us how it’s not only possible, but how we can meet our goals ahead of schedule."
- Connor Hayward, Savvy saver
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.
This testimonial was given by a current client of Milestone Asset Management, LLC (MAM). No cash or non-cash compensation was provided for the testimonial. This arrangement creates a conflict of interest because MAM has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.