Welcoming a new child into the world
Watching your family grow is a proud and exciting time in life. You may wish to not only provide love and attention to the little one, but prepare to help with college costs or consider how insurance and estate plans should be adjusted.
WE’RE HEREFOR YOU FROM DAY ONE
Sure, you can find financial groups that have more clients than ours. That’s fine for them, but in our way of thinking, more doesn’t mean better. We are deliberately more selective than that. We prefer to focus on the few than to mass-produce financial advice.
What you will find at Milestone Advisory Partners is a close-knit and caring team most dedicated to knowing you, understanding your needs and providing an exemplary level of personal, attentive service. Whatever expectations you have, we will always strive to exceed them.
What to bring to our first meeting
We will devote our first meeting to learning about your financial situation, your goals and your needs. It is important to bring any documents that will help us understand your overall financial picture. This can save time and better assist us in developing your financial plan. After this initial conversation, we will provide you our list of documents to gather.