Broker Check

 Do You Wonder How Risky Your Investments Are?

Find your personal<br/> risk score

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.

Find my risk score
&#160;Do You Wonder How Risky Your Investments Are?

 Do You Wonder How Risky Your Investments Are?

Find out by using our Investment Risk Quick Score App!

Try our quick score app

GET TO KNOW

OUR TEAM

Discover how we help individuals and families achieve their ideal retirements.

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<strong>About Us</strong>

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.

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  • Our Team

    With our knowledge and your goals, a sound financial strategy is more attainable than you might think.

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  • Media

    Custom plans for every stage of life. Wherever you go, we'll go there with you.

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Keep Your Finances&#160;in Your Back Pocket With Our Mobile App!

Keep Your Finances in Your Back Pocket With Our Mobile App!

DOWNLOAD LINKS HERE:

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.

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Learn More
Pickleball in Retirement

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.
Learn More
Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn More

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.

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Learn How to Avoid These 6 Common Tax Errors

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.



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