About Milestone Money
Retirement today is no longer an ending point, but rather a launching point. The reality is we are working much longer, living much longer, and gaining more sophisticated financial challenges along the way. At Milestone Money, we help clients adopt a more modern perspective to imagine a time where there is a lifecycle to retirement that includes three distinct phases, each with its own set of concerns and considerations.
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General Information
Firm Start Year
CRD#
4527425
Firm CRD#
319203
States Licensed in
IL
Years of Experience in Financial Services
19
Work with the following types of clients
Individual Investors
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
RMA® CRPC® AIF® CEPA®
Securities Licenses
Series 66
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Flat Fee, Based on Assets
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1867256/financialplanners-Milestone-Money-detailed-disclosure.html