Milestones Life Transitions

Making Your Retirement
Goals Paws-sible

Working Hard to Make You the Top-Dog

No idea is too far-fetched when planning for your unique needs. Every client’s situation is different. Once we get to know each other and I understand your goals, we can identify the services that will best meet your unique needs. Services often include: 

Holistic Life Planning

This type of planning is much bigger than financial accounts and statements. Sure, you need to have organized finances, but you so need to have a plan for the bigger picture. What kind of future do you want? What do you want to accomplish personally or professionally? How do family dynamics play into this? Do you have a business? Do you want to leave a legacy? We can review various areas of your life and talk about planning options to support long-term goals. Your overall life direction will drive the type of financial plan you need.

Tax Minimization Strategies

If you have money, earn money or receive money, Uncle Sam will always want his cut. Many people don’t know there are strategies available to possibly minimize taxes for those who do their homework. We can review your situation to see if tax minimization strategies will work in your situation. Don’t overpay, every dollar you keep today can possibly work for your future self.

Estate & Legacy Planning

Do you want to leave a legacy to loved ones or a favorite charity? Do you want to pass down property like a home, land or farm to the next generation? What about your animal companions? Do you need a pet trust? I can help you think through the options and work with an estate attorney to carry out your wishes.

Financial Literacy

The foundation of making wise financial decisions rests on your knowledge of services and products available. Understanding the ins and outs of all your options is essential. What are the various types of insurance? What is the difference between a Roth IRA and a Traditional IRA? Do I need a mutual fund? What’s my risk tolerance? We can go over these and many other important questions.

Partner Services

It’s important that your professional services are coordinated and that the lines of communication are open between your various providers. Milestones Life Transitions can connect clients to other professionals offering these services: Certified Public Accountant, Estate Attorney, and Life/Health/Property and Casualty Insurance.

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