Milestone Investment Management LLC, 160 S Main St, Lodi, WI 53555, US

Your Personal Chief Financial Officer (CFO). That is our tagline and mission. As your personal CFO, we handle matters affecting your family such as, but not limited to, debt management, retirement planning, financial planning, cash flow analysis, college planning, estate planning, tax planning, and insurance planning. YOUR objectives are OUR objectives. As a Registered Investment Advisor (RIA), it is our fiduciary duty to act in your best interests – we are legally bound to put our clients' interests first. If this sounds like the type of arrangement your family, business, or charitable foundation desires, we invite you to explore our website to learn more and contact us for an introductory meeting to discuss how CedarPoint can become your "Personal CFO".