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.
Comprehensive Investment Research Customized Asset Allocation
Portfolio Management
Withdrawal Strategies
Investment Policy Statement
Tax Efficient Strategies
Dealing with Stock Concentration
Equity Compensation
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 Goal Setting
Social Security
Medicare
Individual Retirement Accounts
Employer- Sponsored Plans
Self- Employed Retirement Plans
Annuities & Pensions
RMDs& Withdrawal Strategies
Probability of Success Modeling
Review of Existing Policies
Life Insurance Needs
Long Term Care Insurance
Disability Income Insurance
Health Insurance
Gifting Education Funding
529 College Savings Plan
Roth IRAs for Children
UGMA / UTMA
Caring for Elderly
Income Sources
Expenses & Budgeting
Emergency Funding
Savings Plan
Debt Management
One – Time Expenses
Planned Large Expenses
Mortgage Review
Lines of Credit
Review of Cost Basis
Review Realized Gains
Carry Forward Losses
Tax Loss Harvesting
Deductions & Credits
Potential Roth Conversions
Health Savings & Flexible Spending Account
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.