Expertise

As your dedicated team of financial advisors, our priority is to help you define your immediate and long-term financial goals, evaluate your current financial standing to identify strengths and areas for improvement, and then put an action plan in place in order to meet your objectives.

By partnering with Milestone Financial, you will have access to the following services:

  • Retirement Planning
  • Strategies in Retirement for Creating and Sustaining Dependable Income
  • Risk Reduction (Protection of Plan)
  • College Planning (For Children and Grandchildren)
  • Portfolio Management
  • Strategic Tax Planning*
  • Preliminary Estate Planning
  • Virginia Retirement System (VRS)
  • Partial Lump Sum Option Payment (PLOP)

(Many accounts and tools are used to achieve above purposes such as 401(k), 403(b), TSP, 457, IRA, mutual funds, fixed and variable annuities, long-term care Insurance and life insurance.)
* Tax preparation and accounting services provided by Milestone Financial are separate and unrelated to Commonwealth.