Plan Today for a Lifetime of Tomorrows

We’ll help you chart a course to and through your retirement with customized financial planning.

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Who We Are

People First, Numbers Second.

At Millstone Financial Group, we believe your success relies on the strength of your relationship with your advisor, and so, it’s our mission to make our clients and their goals our first priority. Our guiding principle is: People first, numbers second.

By crafting tailored financial plans based on your individual dreams and struggles, we can help you weather the challenging times while providing you with solutions to better reach your financial goals.

Our goal isn’t just to help you retire, it’s to help you understand how to retire well.

Our Process

Pointing you in the right direction

Services

Dedicated to helping our clients meet their financial goals.

With many years of experience in the financial industry, we’ve assisted with a wide variety of retirement scenarios. No matter what your goals and concerns are, our mission remains the same: to help retirees on an individual basis and guide them through retirement with a trusted advisor.

Find out how much you’ll need to retire comfortably on your terms and what steps we can take to help you pursue those goals. We’ll walk you through the most important retirement decisions with confidence.

Pass your wealth to the next generation while minimizing the burden on your loved ones. We help you plan how your assets will be distributed to those you care for.

You’ve spent your lifetime building wealth. We’ll help you preserve and safeguard it by coordinating all the moving parts.

We’ll help you keep more of your hard-earned money. We’ll analyze your finances and utilize legal ways to minimize your tax obligations.

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Testimonials

Hear From People Who Trust Millstone Financial

*These testimonials were given by current clients of Millstone Financial Group. There was no compensation paid for these testimonials. The clients giving these testimonials were directly solicited by Millstone Financial Group.

I was filled with confusion and uncertainty as to what I would do to survive financially.

I had to retire early due to family illness. I was filled with confusion and uncertainty as to what I would do to survive financially. I was recommended to Millstone Financial by a family member. After speaking with Don and Mike, I realized they had my best interest at heart. They understood my concerns and relieved my fears tackling early forced retirement!

Four years ago, we were unsure how to manage our assets ...

Four years ago, we were unsure how to manage our assets to properly provide for our retirement. Since working with Don and Mike of Millstone Financial Group we are confident they have provided investment guidance and strategies that are consistent with our risk tolerance and secure long term financial security.

we would be working into our 70’s...

Prior to meeting Millstone Financial Group we had retirement investments but figured the way things were mapped out we would be working into our 70’s.Meeting Mike and Don of Millstone Financial Group changed our lives. Their approach was not to sell a specific product but to look at what we had, change what didn’t work and look at the whole picture and what our dreams were. After switching to Millstone Financial Group we could feasibly retire at 65, which we have done and we are loving it!

Retirement? It wasnt even a topic for me.

Prior to meeting Mike 15 years ago, I felt uneducated and unorganized with any investments or policies I had. Retirement? It wasn't even a topic for me. Because Mike took alot of time to get to know me and my wife Rae and our retirement goals, I am completely confident in Millstone Financial and the hard work of Don and Mike.

Millstone Financial Group helped me work through a difficult buyout.

Prior to my selling of my business and my wife and I retiring, we connected with Millstone Financial Group. In the past eight years since, they had helped me work through the management of a difficult buyout, created the diversification to help mitigate current and future taxes, and set a course for retirement with a strategy that self generates the ability to live out our lives in a manner in which we grew accustomed to, while steadily increasing the principle growth.