Broker Check

 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.

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.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
Learn More
Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Learn More
Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More
What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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.

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.

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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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