Services

Services offered at Milestone Investment Management

Market results may be unpredictable, but our commitment to personalized service is not.

With over 40-years’ experience in banking and investment management, Michael Stone understands the most important thing an advisor can do is listen carefully to clients. At Milestone, we understand strategy and investments, but we want to understand your financial goals and needs so that you can reach your next milestone.

As an independent financial planning firm, we have the opportunity to offer objective financial guidance that isn’t tied to a specific product. We take pride in our dedication to making each client feel cared for like a member of our own family. Market results may be unpredictable, but our commitment to personalized service is not.

We believe investing is a lifelong process. But at Milestone Investment Management,  we invest in making you a part of our financial family.  Whether you’re an individual, a growing family, a female investor, a business owner, or a retiree, implementing consistent saving habits will help you to become financially organized and work toward your future milestones. We think it’s imperative that our relationships with clients are built on trust, and we promise to always lead you towards smart financial management.

All investments contain a certain amount of risk. Our investment professionals at Milestone Investment Management will help you determine a sound tolerance for risk and design a comprehensive plan to help you work towards your financial goals. From there, we implement, monitor, and adjust with care. We also work closely with your other professional advisers to ensure that efforts are coordinated and complete.

Milestone Products & Services
Milestone Products & Services

We Help Individuals & Families Plan with Confidence for Retirement

Make a confident transition into retirement with proper planning, saving and investing. Milestone’s ongoing financial management and professional advice seeks to help you grow and preserve your assets through careful analysis of your situation. Our recommendations may include an accumulation and/or distribution strategy, and focus on generating predictable after-tax income to support your lifestyle throughout retirement.

We Address the Unique Needs of Female Investors

As a woman, you might view money and investing differently than a man. We tailor financial plans according to your needs—whether you are retired, widowed, or if you’ve earned less income and saved fewer dollars for retirement—we are here to help you reach your next milestone. Our goal is to help women determine options that may increase the odds of achieving and maintaining financial security. As the 2019 and 2020 Women’s Choice Award for Financial Adviser winner,* we are proud of the trust we have developed through our responsive relationships and clear explanations about financial matters with women who are a part of our financial family. Let us customize a financial plan that fits your individual needs!

Milestone Products & Services
Milestone Products & Services

Business Owners Benefit from Our Experience

If you're a business owner, you've probably faced unique challenges already as we march toward our "new economy". Attempting to maintain revenues while navigating the political landscape, taxation, and health care system is burdensome to say the least.

Let us help you design a plan to protect your employees, your business and your future.

Discover the advantages of offering a company-sponsored retirement plan, and let our professionals help you navigate the myriad of choices in order to make the appropriate selection.

Implement a well-constructed, flexible financial strategy that grows as your business expands.

Get a No-Obligation Second Opinion

If you already work with a financial advisor, we will be happy to meet with you and provide a no-obligation second opinion. Let us show you how we can complement the existing relationships established with your tax and legal advisors to provide you, your business and your family with the tools needed to maintain and grow your financial position. Call us today at 770-830-0063 or email [email protected] to set up an appointment.

 

*The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women's Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women's Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women's Choice Award, 108 were named Women's Choice Award Financial Advisors/Firms.

Milestone Products & Services

  • Comprehensive financial planning for individuals, families, business owners, & women investors
  • Variable & fixed annuities
  • Tax-free investments
  • Employee retirement & deferred compensation plans for business owners
  • Wealth management, preservation & transfer strategies
  • Fee based accounts Traditional IRA, Roth IRA, SEP IRA, Simple IRA & Educational IRA
  • Overall risk management utilizing life insurance, disability insurance & long-term care insurance strategies
  • Brokerage accounts
  • College savings plans
  • Portfolio management