The Millstone Advisory Plan
A Personalized Plan Just For You
Our years of experience and education help us provide an optimized retirement planning road map for our clients, and our variety of valuable services allow us to implement the strategy that suits them best. When you partner with us, our team of professionals analyzes your financial situation to develop a strategy that utilizes a combination of investments, insurance products and services, and income distribution planning to help you address your financial needs and concerns.
We have identified four distinct areas of risk for retirees that, when appropriately addressed, lead to confidence and clarity in retirement. Our customized Millstone Advisory Plan is designed to help get you to and through retirement by focusing on these critical areas of your financial life.
Our approach to income planning is designed to achieve two primary objectives that become increasingly important as you near retirement: asset protection and a dependable income. We will review your current situation and show you your potential income in retirement. If you have a pension, we will guide you through the options available and help you make the right choice. An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime.
• Social Security maximization
• Medicare planning
• Income distribution planning
Making decisions that affect your loved ones after you’ve passed is complicated. A well-planned estate can take a significant burden off of your family while also allowing you to distribute your wealth effectively. Our financial planners can work with your legal professionals to help you establish a legacy of charitable giving, create a will, or set up a power of attorney.
At Millstone Financial Group, we help our high-net-worth clients meet their complex financial goals and plan for their future by developing a plan that’s built according to their unique needs and challenges. We help you face the following factors head-on:
• Tax efficiency
• Diversifying your equity
• Managing risk
One of your biggest expenditures in retirement is likely your taxes. Our financial advisors help you understand your tax obligation and implement strategies that minimize your tax liability. We stay up to date on the latest tax laws and changes to optimize the legal ways
to keep more of your hard-earned money.
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Plan Today for a Lifetime of Tomorrows
Are you ready to work with an independent financial advisor with decades of experience? Don’t wait to begin your journey toward retiring well.
