Your Corporate Roadmap to Employee Benefits
Mylestone can help you take care of your valued employees by designing custom tailored group benefits plans that give each employee confidence in the future while offering your corporate entity the opportunity to maximize tax benefits. We are here to provide your company and its employees with the tools, resources and education they need to feel secure in your organization and empowered in their future.
Focused on the long-term and dedicated
Starting with your organization’s long-term goals and objectives, we creatively structure a plan to achieve those goals.
We create plans that are the best fit for your corporate enterprise and ensure your employees are taken care of all within budget.
We strive to provide one on one employee enrollment and financial planning related education for each plan participant and help answer any questions they may have.
We then key in on the custom plan offerings that will fit with these objectives.
Traditional 401(k) & Roth 401(k) Retirement Plans
Profit Sharing Plans
Cash Balance Plans
SIMPLE IRA & SEP IRA Plans
Defined Benefit Pension Plans
Traditional & Roth IRA Rollover Programs
Long Term Care
Executive Deferred Compensation Plans
Retirement Income Planning
Social Security Planning
College Savings Planning
Estate & Tax Strategies
Custom Managed Portfolios
Lifetime Income Strategies
Alternative Investment Strategies
Options Strategies (*for accredited investors only)