Embark on your financial journey with our specialized guidance, where every step is a stride toward financial triumph, and we're your steadfast partner all the way.
Having successfully guided over 800 clients, we have a proven track record of providing specialized financial planning and strategies tailored to individual goals and needs.
We currently serve clients in 13 states and are continually expanding our reach to assist even more individuals in securing their financial futures.
With an unwavering commitment to our clients, we have been instrumental in helping them strategically manage and preserve assets surpassing the impressive milestone of $100,000,000.
Over our 15+ years of financial planning experience, we've navigated economic downturns, market fluctuations, and changing regulations, gaining invaluable insights to provide our clients with robust financial strategies.
Getting organized is a crucial first step towards establishing a clear and effective financial strategy. This process involves gathering and organizing all relevant financial information to provide a comprehensive overview of your current financial situation.
Your vision and goals are essential components of effective financial planning. They provide a clear direction and purpose for your financial decisions and actions, helping you make informed choices to address your desired financial future.
Implementation involves putting into action the strategies and steps outlined in the plan to pursue your financial goals and objectives. Remember that implementing a financial plan is an ongoing process. It requires consistent effort, monitoring, and adjustments over time to ensure that you stay aligned with your goals and make progress toward your desired financial outcomes.
At Milestone Wealth Design we strive to provide clarity and direction to our clients through "pastoral-like" financial care. As a former pastor, our planning process looks much like how I served in ministry. Our team will affirm you in what is already working, advise you on what could be improved, and provide accountability to help you achieve your goals. Your future is too important to live without a plan.
Jeff Malas, Founder of Milestone Wealth Design
LPL Financial offers a wide range of investment products and services, empowering us with the tools and resources to provide personalized financial guidance to clients, while maintaining our independence and flexibility.
LPL FInancial is the #1 Independent Broker-Dealer in the nation.*
eMoney is a versatile financial planning platform that empowers us to create holistic financial plans, track progress, and engage clients effectively, enhancing the overall client-advisor relationship and financial outcomes. With eMoney, we can easily organize your data and map out the road to your goals, all while stress testing for risks.
Holistiplan provides us with comprehensive and streamlined estate tax planning solutions, simplifying complex financial strategies and helping clients maximize their wealth transfer efficiency.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."