Call Today: (616) 406-9766
I’m Heidi Hilton, Owner of Milestones Life Transitions.
I offer holistic life planning services that includes finances and so much more. Why? Because life is multi-faceted, and I want your LIFE needs to be the main focus and your finances set up to support your life. How do we do this? It starts with open and honest conversation. I listen closely to your retirement and financial needs and then together, we plan and implement strategies to support your specific, long-term retirement goals.
Offering You “Spot-On” Services to Meet Your Unique Needs
Besides helping clients with life planning, my other passion is raising my beloved show dogs and attending related events. Most of my clients are fellow pet and animal lovers. Whether or not you have four-legged friends in your life, I can still help you make a plan to live your best life! Are you ready to get going?
Holistic Life Planning
Creating a plan for long-term retirement income and financial goals.
Legacy & Estate Planning
Leave a legacy for loved ones and your favorite causes.
Tax Minimization Strategies
Keeping more of what you earn and save.
Financial Literacy
Learn more about finances to make better decisions.
I don’t give “barking orders,” instead I collaborate with you!
When you work with Milestones Life Transitions, it’s always a collaborative partnership. I offer a step-by-step L.I.F.E. approach to keep us on track and moving towards your retirement income and financial goals:
L.I.F.E. Planning Process:
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We will collaborate with you to ensure a custom strategy to meet your retirement needs.
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Contact Us
Location Information
Address:
8321 100th St. SE
Alto, MI 49302
Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Milestones Life Transitions, LLC and CreativeOne Wealth, LLC are unaffiliated entities
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22314 - 2022/10/11