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Since the beginning, Milestone Wealth has always been about taking a journey with our clients, one milestone after another throughout their lives. The journey may lead to different places for different clients, depending on their financial and retirement goals. We want to know your story, where you’ve been and then where you want to go. Let’s get there, together.
Depending on your financial and retirement goals, clients may need one or several services. We offer a variety of financial, retirement and insurance services so our clients have one-stop access. It also makes it easier to create a holistic plan, helping to ensure all aspects work in harmony.
Retirement Income Planning
Asset Protection Strategies
Long-Term Care Strategies
Tax-Efficient Strategies
Life Insurance
IRA Legacy Planning
Charitable Giving
Business Solutions
At Milestone Wealth Management, we help guide clients with our three-step process. Together, it keeps us on track so we can achieve the milestones that are most important to you.
Our team is passionate about helping individuals & families achieve their ideal retirement future and supporting their local community.
Download your complimentary copy of
“Don’t Let Your Retirement Drift Away” where Caine and Jasmyn Nakata share their knowledge on ensuring you never find yourself driving in retirement.
Interested in learning more about how we can help navigate the journey toward your retirement dreams? Contact us to schedule a complimentary, no-obligation consultation.
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Milestone Wealth Management is an independent financial services firm that utilizes a variety of investment and insurance products. Investment Advisory Services are offered through Portsmouth-Smart Life Financial Group LLC, a SEC Registered Investment Advisor. SEC# 801-119231.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investments products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.