Mylestone Affiliated

Planning Group (APG)

Your Advisor Network

The Mylestone APG is an exclusive association of top practices in the Lincoln Financial Advisors system. Advisors and staff in this planning group pool together their intellectual capital and resources as they strive to provide their clients with a “five star” experience.

The APG Advantage

Mylestone utilizes the full power of the Lincoln Financial Advisors System, tapping into top minds and providing a value-added layer in financial planning for all our group and private clients.

*While we partner with the above Lincoln Financial Advisors firms, we are not affiliated.

APG Collaboration

We collaborate closely on a range of financial related services within and outside of our core service areas to help ensure every aspect of your plan is administered at the highest possible standard.

Investment Planning

Comprehensive Investment Research Customized Asset Allocation

Portfolio Management

Withdrawal Strategies

Investment Policy Statement

Tax Efficient Strategies

Dealing with Stock Concentration

Equity Compensation

Estate Planning & Charitable Giving


Power of Attorney

Living Will

Health Care Proxy


Guardians for Minor Children

Multi- Generational Planning

Estate Taxes & Reduction Strategies

Charitable Giving Strategies

Retirement Goal Setting

Retirement Goal Setting

Social Security


Individual Retirement Accounts

Employer- Sponsored Plans

Self- Employed Retirement Plans

Annuities & Pensions

RMDs& Withdrawal Strategies

Probability of Success Modeling

Additional collaboration:
Risk Management & Insurance

Review of Existing Policies

Life Insurance Needs

Long Term Care Insurance

Disability Income Insurance

Health Insurance

Family Assistance

Gifting Education Funding

529 College Savings Plan

Roth IRAs for Children


Caring for Elderly

Cash Flow & Budget

Income Sources

Expenses & Budgeting

Emergency Funding

Savings Plan

Debt Management

One – Time Expenses

Planned Large Expenses

Mortgage Review

Lines of Credit

Tax Strategies

Review of Cost Basis

Review Realized Gains

Carry Forward Losses

Tax Loss Harvesting

Deductions & Credits

Potential Roth Conversions

Health Savings & Flexible Spending Account

Business Owner Planning

Financial Summary

Valuation Estimate *

Employee Benefits Key Employee Compensation & Retention

Business Succession Planning

Gift / Sale to Family

Sale to 3rd Party *

M&A Transactions *

*Lincoln Financial Advisors Corp. can provide access to unaffiliated 3rd party advisors who provide exit planning.

Interested in learning more about the Mylestone APG? Connect with us today