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Value of Independence

The Experience, Integrity and Independence to Help Manage and Preserve All You’ve Earned

As independent advisors at Milestone Financial, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.

  • We have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest.
  • We don’t answer to a corporate parent or stockholders; we answer only to you, our clients.
  • We spend our time developing customized solutions for the unique challenges you face.

As an independent firm, we’re not restricted to proprietary products or one-size-fits-all financial planning models. The financial course of action we recommend is not based on company quotas, but solely on what’s best for you.

"We must be free not because we claim freedom, but because we practice it."

William Faulkner