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Milestone Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment Advisory Services are offered through Portsmouth-Smart Life Financial Group LLC, a SEC Registered Investment Advisor. SEC# 801-119231.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investments products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.