Your Best Interest
Our Best Effort
Why Choose Us?
At Mylestone Plan we believe advisors should first understand a client’s needs and goals before giving financial advice or recommending a single investment. This philosophy seems simple enough. Unfortunately most advisors can’t seem to break free from the old model that focuses on selling over serving. Not us. We have an unwavering commitment to doing everything we can to improve the situation of the clients we serve.
VIP Services We Offer
Group Benefits
We can help your organization attract and retain top talent by working together to design a cost-effective – yet attractive – “Total Rewards Package” that goes beyond basic benefits.
Investment Management
Work with a firm that is recognized as being at the top of their field. We can help you minimize risk while maximizing Rate of Return.
Private Clients
We approach financial planning differently. Before we give any investment advice we seek to understand your goals and cash flow needs.
Non profit
For over 30 years we’ve focused on doing one thing extremely well – helping nonprofit boards, executives and their staff achieve their financial goals.
Our 3 Core Values
01. Service Over Sales
02. Manage BAD RISK
Similarly, our risk management process has helped thousands of individuals and their families better protect their investments and loved ones.
03. BE THE BEST
