With our years of experience and education, we believe in providing our clients with an optimal retirement plan that includes a variety of valuable services to help meet their goals. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

SERVICES

Retirement Planning

Where does your retirement money come from? If you’re like many people, it comes from qualified-retirement plans, Social Security, personal savings and investments. Once you have estimated how much money you need to live a comfortable retirement, we believe a personalized plan is key.

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Estate and Legacy Planning

Planning your legacy can be complicated, but a well-planned estate helps enable you to effectively manage your affairs during your lifetime while controlling the distribution of your wealth after your death.

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Wealth Management

At Millstone Financial Group, we help our high-net-worth clients by designing a specific plan with our team expertise to help clients meet their financial goals while also planning for their future.

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401k Management

If you have a small business and need help managing your employee 401(k), Millstone is here to help. We tailor your company’s 401(k) plan to reflect the specific needs of your business and employees.

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Tax Minimization

Taxes can often be one of our client’s biggest expenditures. That’s why it’s important to understand and manage your tax bill in the most efficient way possible to minimize your tax burden.

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