Milestone Investments, Inc. focuses our services on corporate qualified retirement plans, individuals saving for retirement and individuals that are planning for or taking distributions at retirement.

The services of MILESTONE Investments, Inc.

1. Corporate Qualified Retirement Plans  (Click here for details)
   
   
• Plan Sponsor Fiduciary guidance and support
  
• Ongoing assessment of global markets and portfolio analysis
  
• Portfolio development, monitoring and reporting


2. Individuals Saving for Retirement (Click here for details)
   
   
   • Develop investment allocation models based on time horizon and risk characteristics
     
   • Employee investment education
     
   • Facilitate the enrollment process for newly-eligible employees
     
     
3. Distributions at Retirement (Click here for details)
   
   
• Customized retirement income needs analysis
  
• Implementation of a distribution plan consistent with income and asset growth goals
  
• Ongoing monitoring and reporting of distribution strategies relative to goals