Milestone Money

Retirement today is no longer an ending point, but more of a launching point. We help clients adopt a more modern perspective to retirement and to imagine a lifecycle to retirement that includes three distinct phases, each with its own set of concerns and considerations.

Retirement management is about more than money: It’s what those assets, investments, or income can produce in terms of life outcomes. Paychecks and play-checks, so to speak. It can mean the financial freedom to travel, give back to valued causes, or start a second act of your career.
Because we only provide retirement management for our clients, we can evaluate and deliver different financial solutions at every stage of your golden years.

Milestone Money is an independent, fee-only, wealth advisor specializing in retirement management. We help clients across the US manage the financial challenges of retirement, so that you can enjoy life without being concerned about money.