Retirement Planning
We'll determine your income goals for retirement, estimate your required level of savings, and implement an investment plan to help achieve your objectives.
Investment Management
We believe sound investment management is about more than handling specific assets in your portfolio. It includes ensuring your portfolio aligns with your goals, risk tolerance, and priorities.
Wealth Management
We’ll cultivate a strategic plan that empowers you to navigate life's journey with clarity and purpose, knowing your financial well-being is in capable hands.
Financial Planning
Build a solid foundation for your future with a tailored roadmap designed to help you attain financial stability while successfully addressing life's unexpected challenges.
Risk Management
Comprehensive risk management strategies tailored to your unique needs, including life, disability, and long-term care insurance, offer crucial protection for your financial future.
College Funding
Manage the complexities of college funding and provide the best opportunities for your children's education without compromising your plans for a comfortable retirement.
Retirement Consulting for Employers
Michael Stone brings our clients a commitment to the retirement industry as evidenced by his experience and training. He is a Certified Plan Fiduciary Advisor (CPFA®), which illustrates his knowledge and commitment to working with retirement plans. Michael’s CPFA® certification demonstrates that he has the skills required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Michael has also earned the Accredited Asset Management Specialist certification. The AAMS certification equips him with the knowledge and information they need to help our Milestone Investment Management clients plan for and accomplish their personal financial goals. As an AAMS, Michael is certified by the College of Financial Planning to advise clients about personal finances, asset management, and investments.
What our Clients are Saying
“Milestone Investment Management has been my “go-to family“ since the 1990s. Michael Stone basically trained me to understand investing. I really had no clue. Fast forward to 2000 when I lost my husband. Michael walked me through every step. He made it easy to understand and helped guide me on every decision I had to make.
Michael and Jennifer are so well-versed on everything l have ever asked of them. Their knowledge is beyond compare. Michael and Jennifer are both amazing. They beat any other financial group I have experienced.”
— Sharon H
The statement was provided 03/26/24 by Sharon, who is a current client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.