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.
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.
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.
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.
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.