585 228 2558
Milestone Consultants, Inc.

Retirement

Planning for a Secure Retirement

Retirement planning is one of the most important financial decisions individuals and organizations face. Milestone Consultants, Inc. provides guidance to help you build a path toward a financially secure retirement.

Whether you are an employer looking to enhance your retirement plan offerings or an individual seeking to maximize your retirement savings, we offer the expertise and independent perspective to help you reach your goals.

How We Can Help

  • Retirement readiness assessments
  • Investment option reviews aligned with risk tolerance and goals
  • Tax efficient savings strategies
  • Retirement income strategies for retirees
  • Distribution and rollover guidance for retirees
  • Managed investment accounts for ongoing investment advisory clients
Contact Us
BrokerCheck by FINRA

Milestone Consultants, Inc.

585 228 2558ebirdsall@mstnconsultants.com
PO BOX 312, Whitney Point, NY 13862

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Milestone Consultants, Inc. is a Registered Investment Adviser, registered in the state of New York. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult a qualified attorney or tax professional regarding any legal or tax questions you may have.

© Milestone Consultants, Inc.