Mylestone Affiliated Planning Group
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 Strategies
Wills
Power of Attorney
Living Will
Health Care Proxy
Trusts
Guardians for Minor Children
Multi-Generational Planning
Estate Taxes & Reduction Strategies
Charitable Giving Strategies
Retirement Planning
Retirement Goal Setting
Social Security
Medicare
Individual Retirement Accounts
Employer-Sponsored Plans
Self-Employed Retirement Plans
Annuities & Pensions
RMDs & Withdrawal Strategies
Probability of Success Modeling
Risk Management & Insurance
Review of Existing Policies
Life Insurance Needs
Long Term Care Insurance
Disability Income Insurance
Health Insurance
Assistance for Family
Gifting
Education Funding
529 College Savings Plan
Roth IRAs for Children
UGMA / UTMA
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 Reduction Strategies
Review of Cost Basis
Review Realized Gains
Carry Forward Losses
Tax Loss Harvesting
Deductions & Credits
Potential Roth Conversions
Health Savings & Flexible Spending Accounts
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 *
* Access provided to 3rd party unaffiliated resources to assist businesses owners with exit planning.
The affiliated advisor practices in our APG consist of some of the top minds and advisors in the Lincoln Financial Advisors system. Last year the members of this group averaged a year over year growth rate of over 18% as a result of their collaboration and partnership.
Members include the following practices:
