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Retirement Management Services

Navigating the different stages of retirement can be challenging. Milestone Money crafts personalized retirement blueprints to help guide your financial planning, tax planning, and investment management in your 50s, 60s, & 70s. Whether you’re just starting to plan for retirement, nearing retirement age, or already in retirement, get the tools & expertise you need to retire with confidence.

WHAT IT'S ALL ABOUT

Epic Retirement

Do you want to THRIVE in retirement, not just survive?

We believe in helping clients rethink what it means to retire and imagine living an EPIC retirement:

E – Engage at an any age; being 65 today is much different than just 25 years ago.

P – Purpose; it’s important to retire to something, not just from something.

I – Integration; we now understand there is a balance between vacation and vocation and that endless leisure has diminishing returns.

C – Challenge; a common factor of successful retirees today is that they continue to challenge themselves, both mentally and physically.

Our job as your financial advisor is to handle everything in your life that takes time, planning and money, so that you can focus on what is truly important: your goals, your commitments, and your legacy.

MILESTONES

Retirement Stages

Retirement management is about more than money: It’s what those assets, investments, or income can produce in terms of life outcomes. That can mean the financial freedom to travel the globe, volunteer for important causes, or start a second act of your career.

Pre and Early retirement

For pre-retirees or those in the early-retirement stage, retirement management helps identify long-term financial goals as you accumulate wealth and clarifies the financial resources needed to live comfortably in retirement.

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Mid-Retirement Prime

For recent retirees or those in mid-retirement, retirement management planning can help protect your assets, preserve your wealth and help you think ahead about long-term care and your estate.

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Later Retirement & Legacy

Later-year retirees may prioritize generating sufficient income to cover healthcare expenses and long-term care costs and drawing down investments. Legacy planning is the most enduring part of the final stage of retirement, including transfers to beneficiaries, charitable gifts, or family foundation succession.

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Our Approach

How We Work

STEP 1 - GET ACQUAINTED
WITH MILESTONE

Spend some time with us to discuss your current situation and retirement goals. If we agree that we are a good fit for each other, we will progress to the next step.

STEP 2 - BUILDING YOUR RETIREMENT ROADMAP

We will gather relevant information from you, construct a blueprint and review it with you to discuss how we can work together. We then review our service offering and agree on a path to move forward.

STEP 3 - ONBOARDING AND IMPLEMENTATION

Time to start working together. We will deliver your Retirement Policy Statement, open accounts, transfer assets (as appropriate) and set up our technology infrastructure. Your retirement blueprint is put into action.

STEP 4 - REVIEW, MONITOR, AND REITERATE

We begin our ongoing planning and investment management. We will establish our communication plans and schedule of activities with you, so you know what to expect going forward. We will also establish a regular schedule to review and monitor your finances, check your progress toward your goals and make any necessary adjustments along the way.

Welcome to Retirement Management!

Ready to Work Together?

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RETIREMENT SORTED

Download our free checklist of 32 important issues you should really think about before you retire.

RETIREMENT SORTED

Download our free checklist of 32 important issues you should really think about before you retire.

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Life is full of financial milestones. We pay for college, we get married, we start businesses. But the most important financial decision we will ever make is when and how to retire. Milestone Money helps you map success to and through retirement.