Nonprofit, Business Owner and Individual Financial Planning

"Where Education Builds the Foundation for your  Financial future"

Mylestone Plans has built a strong reputation as an extremely knowlegeable team of advisors. We know that our clients want someone they can trust and depend on when looking for simple solutions to complicated issues.  Whether a client’s goal is wealth preservation, asset protection, retirement income distribution, college funding, business succession or estate planning, we are able to provide cutting-edge solutions. 

Contact us today for a free consultation.

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This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The following information is provided by third party sources. The market research information is obtained from sources deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Lease Payment

How much would your monthly lease payment be?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

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