Our Services

At Mylestone Plans we serve individuals, businesses and nonprofit organizations in all areas of financial management, including:

• Retirement planning
  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  
• Employee and Executive Benefits 
  Helping your business or nonprofit organization attract and retain qualified employees through benefit packages.
  
• Estate planning
  Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  
• Risk management
  Helping you manage the risks of premature death, disability and health care. Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  
• Education funding
  Recommending investment and accumulation strategies to help you pay for your children's education.
  
• Investment Planning
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. Explaining how taking full advantage of existing tax-advantaged, tax-deductible and tax-deferred investment options may accelerate wealth accumulation.
  
• Tax strategies
  Making sure you don't pay a penny more than the law requires. Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
• Business Succession Planning
• Family business experts estimate that approximately one-third of family businesses will survive to the second generation, 12% will survive to the third, and 3% will still be viable in the fourth generation and beyond*. This proves that whether you plan to retain or sell your business at death, disability or retirement, you need expertise to help you structure an arrangement to maximize the tax and financial benefits to you and your family. Our associates are specialists in business succession planning strategies, including buy-sell agreements (such as stock redemption and cross-purchase agreements), the use of life insurance, grantor-retained annuity trusts and family limited partnerships. We work with you and your advisors to develop strategies that maximize control if you wish, while still allowing the business to smoothly transition whenever you choose. *Facts on Family Business in the U.S., from the Family Firm Institute, ffi.org