Milestone Coach Advisory Services
WHO WE ARE
Established in 2010 by President, Caine H. Nakata, Milestone Coach focuses on creating and redesigning business succession and exit plans for business owners. The vast majority of business owners haven’t thought about retirement, and that’s where we come in. When clients plan early, they have more strategies and options to choose from that may better align with their overarching retirement income strategy.
Our team encourages clients to figure out their strategy’s desired end result, and work backward from there in order to take the right steps in the middle. Changing one’s mindset when it comes to income, market and asset value can go a long way in creating a successful retirement income strategy that works for everyone involved.