Financial Planning

Do you have dreams and goals? Education? Retirement? Vacations?

A well thought out plan and management of that plan is a primary factor for achieving those goals. Financial planning involves identifying and managing all of your assets. A comprehensive plan, under the direction of a registered financial advisor **, will assist you in identifying your needs and goals. Coordinating your accounts, investments and real estate can all work together to help you achieve your goals. How you manage your savings, your investments, taxes, and your level of risk tolerance will give your financial advisor a means to help develop a strategy to achieve those goals. Asset allocation, tax strategies and estate planning are just a few of the components in a well thought out plan.

Contact Michael at Milestone Asset Management Group with over 16 years of industry experience he can guide you through your financial planning needs.

Contact Michael at Milestone Asset Management Group to help guide you through your financial planning.

Bakker Agency • Main Office: 302 West Main Street, Suite 206 • Avon, CT 06001 • 860-676-1957
Branch Office: 4 Bridge Street • New Hartford, CT 06057 • 860-379-8555
Member of New England Insurance Alliance