Milestone Wealth Management is a small, independent firm based in Portage, MI, offering personalized financial planning services that prioritize the needs of their clients. With over 25 years of experience, they have helped over 300 individuals and families create comprehensive and confident plans for their financial future, avoiding blind spots and achieving their milestones.
By taking the time to understand each client's goals and concerns, Milestone Wealth Management develops customized strategies and provides step-by-step roadmaps to guide clients in managing their finances, from investments to cash flow, insurance, and estate planning. With a team of knowledgeable financial professionals, they aim to provide answers to clients' questions and ensure informed decision-making every step of the way.
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