Milestones Financial Group

Welcome to our financial services firm, where we are dedicated to helping you achieve your financial goals and support your future needs. With over 20 years of experience in financial services, we specialize in investments, mortgages, and insurance. Our comprehensive range of services includes retirement and estate planning, tax-deferred income, sheltering of non-registered investments, and strategies to minimize retirement risk. We also provide proven strategies to reduce the impact of life's "what ifs, " such as income protection, critical illness, or premature death.

Our Services

At our firm, we offer a wide range of services to help you secure your financial future. Here are some of the services we provide:

Investment Planning

We offer investment planning services to help you grow your wealth and achieve your financial goals. Our team of experts will work with you to create a customized investment plan that meets your unique needs and risk tolerance. We will help you choose the right investment products and provide ongoing management and review to ensure your portfolio stays on track.

Mortgage Services

We offer mortgage services to help you find the right mortgage product to fit your needs. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, we can help you navigate the mortgage market and find the best product for you. We work with a variety of lenders to ensure you get the best rate and terms.

Insurance Services

We offer insurance services to help you protect your financial future. Our team of experts will work with you to assess your insurance needs and recommend the right products to protect you and your family. We offer a range of insurance products, including life, disability, critical illness, and long-term care insurance.

Estate Planning

We offer estate planning services to help you protect your assets and ensure they are distributed according to your wishes. Our team of experts will work with you to create a customized estate plan that meets your unique needs and goals. We will help you choose the right estate planning tools, such as wills, trusts, and power of attorney, to ensure your wishes are carried out.

Tax Planning

We offer tax planning services to help you minimize your tax liability and maximize your after-tax income. Our team of experts will work with you to assess your tax situation and recommend the right tax planning strategies to help you keep more of your hard-earned money.

Risk Management

We offer risk management services to help you protect your financial future from unforeseen events. Our team of experts will work with you to assess your risk tolerance and recommend the right risk management strategies to help you protect your assets and income.

Cash Flow Management

We offer cash flow management services to help you manage your money effectively. Our team of experts will work with you to create a customized cash flow plan that meets your unique needs and goals. We will help you track your income and expenses, create a budget, and make informed financial decisions.

At our firm, we are committed to providing you with the highest level of service and expertise. Contact us today to learn more about how we can help you secure your financial future.