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As small-business owners ourselves, at Milestone Wealth Management we understand the challenges of preparing for retirement and planning for your business future while you’re focused on the daily work of serving your clients.
That’s why we’ve made it our mission to help small-business owners put themselves first. When you make sure your future plans are in place, you’ll be a better resource for your clients.
Know your business’s true worth.
Are you confident in your retirement future?
Understand the four exit plans you could employ.
Are you allocating risk effectively and protecting your assets?
Learn about options to create tax-free income.
We work with partners with a range of expertise.
Help your employees take control of their future.
Interested in learning more about how we can help navigate the journey toward your retirement dreams? Contact us to schedule a complimentary, no-obligation consultation.
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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.