As a CERTIFIED FINANCIAL PLANNER™ , and a CERTIFIED DIVORCE FINANCIAL ANALYST…
I bring insight from the outside to help you avoid emotionally driven decisions regarding important financial matters.
Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
I created this Web site to help you gain a better understanding of the financial concepts behind investment planning, retirement, insurance, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals. I am here to help educate you about the basic concepts of financial planning, and to give you fast, easy access to market performance and data.
I hope you take advantage of this resource and visit often. Be sure to add this site to your list of "favorites" in your internet browser. I frequently update the information here, and I wouldn't want you to miss any developments in the area of personal finance.
Areas of Practice
Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Investment Management
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Financial Planning
After getting to know you and understanding your goals, timeframes, and risk tolerance, we will put together a plan that shows you the numbers with recommendations for all aspects of your financial life.
“Financial fitness is not a pipe dream or a state of mind it’s a reality if you are willing to pursue it and embrace it.”
– Will Robinson
Get in Touch
Investment advice is offered through Milestone Wealth Strategies, LLC, a registered investment advisor registered with the State of Ohio.
Milestone Wealth Strategies, LLC, my transact business only in states in which it is registered, or in which it is excluded or exempted from registration.
Milestone Wealth Strategies, LLC, is currently registered in the state of Ohio.