Areas of Focus

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.

<p>By partnering with Milestone Financial, you will have access to the following services:&#160;</p>

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.)