Committed to Providing Gold Standard Service to Nonprofits

For over 30 years we’ve focused on doing one thing extremely well:

helping people achieve their financial goals.

Whether it’s helping you assemble the perfect Total Rewards Package for your employees, finding better ways to responsibly manage your
investments or setting you up with an Executive Bonus Plan, our focus is always on how we can help improve your situation the most.

With an unwavering commitment to ethical and transparent services, Mylestone Plans strives to be the gold standard for businesses, nonprofits, families and individuals looking for the best group benefits, retirement plans and financial advice.

Why Choose Us?

Many would say we’ve already achieved the pinnacle of success in our field — we’re endorsed by the Center for Nonprofit Advancement, we’ve advised over 1,000 nonprofits and our leaders are invited to educate other advisors around the country to help move our industry forward.

But we feel like we’re just getting started. While we’re grateful for what we’ve been able to accomplish in the last 30 years we’re more excited about the next 30 years. You see, like you, we desire to leave a legacy.

Our team is made up of professionals who not only go all-out to be experts in their field, but also feel a sense of calling in what they do. A call to make the world a better place by doing their best to help people like you fulfill their missions.

This is what drives us to find creative solutions for each one of our clients. It’s what compels us to ignore the status quo and avoid cookie-cutter “solutions” that fail to truly help clients like you. And it’s what motivates us to do the right thing even if it results in less profit for us.

Click here to meet our executive team and learn more about the people who you could have on your team helping you make smarter, more profitable financial decisions for your organization.

Endorsed By: 

Services

  • Traditional 403(b) and Roth 403(b) Retirement Plans
  • Traditional 401(k) and Roth 401(k) Retirement Plans
  • Profit Sharing Plans
  • Traditional and Roth IRA Rollover Programs
  • SIMPLE IRA and SEP IRA Plans
  • College Funding Programs
  • Executive Deferred Compensation Plans
  • Defined Benefit Pension Plans
Not all services are offered through Lincoln Financial Advisors