To learn more about Milestone Insurance and Investment Services, LP, please contact us today or check out our interactive brochure!
Whether you are investing, setting up an IRA, 401K, or planning for retirement, we have every option available.
Currently it is estimated on a national average that a four-year degree at a public university costs approximately $72,000.00. If your child is three years old now, the price tag for their college degree is expected to be approximately $204,000.00.We'll help you chose a plan that is right for you.
Life insurance coverage is to protect you and your loved ones in the unfortunate circumstance that you pass away.
Long-term care insurance is one of the most overlooked types of insurance. It is designed to protect you and your family from financial disaster should you need custodial or professional care at home, in a nursing home or in an assisted living facility. A report by the AARP states that on average, 69%of people age 65 today will need some long-term care.
If you are a business owner, is your family protected against your potential loss of income? Throughout the typical working lifetime, the probability of an individual suffering a major disability lasting three months or longer is considerably greater than the likelihood of passing away. Total expenses of the family unit will be higher due to the costs of caring for the disabled worker.
Fixed annuities are fixed or guaranteed investments* through insurance companies. Fixed annuities are similar to CD's in that they offer guaranteed interest rates over a set period of time.
Estate planning manages an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.
The tax services team strives to be our clients' most trusted tax resource. Our goal is to find the maximum deductions possible for you and to provide superior quality services in a timely manner.