Broker Check

Building Rural Wealth

Pursuing Midwestern Financial Strategies

Our team serves clients both urban and rural with an emphasis on:

Experience the Power ofStewardship in Financial Planning

Stewardship is defined as “the careful and responsible management of something entrusted to one's care.”

Our Stewardship Approach utilizes the Seven Pillars of Financial Planning to create strategies built around what is most important to you.


CERTIFICATIONS & ACCOLADES

Rural Communities Deserve Leading Edge Financial Services

  • Medical Professionals in Rural Communities
  • Couples with Retirement & Tax Questions
  • Rural Businesses & Professional Firms

All Rural Communities Deserve Leading Edge Financial Services

As healthcare professionals provide expert care to patients, we offer specialized retirement planning guidance tailored to their unique needs and demanding schedules.

Leading with Knowledge, Training and Experience

Our team of experienced, trained professionals is led by a CERTIFIED FINANCIAL PLANNER Professional and also features an in-house tax and accounting professional.

Read More in Our Blog

What Issues Should I Consider Before I Retire?

Will your cash flow needs change? Is your estate plan old or possibly outdated?

Download our Retirement Checklist that covers areas such as Cash Flow Issues, Healthcare and Insurance Issues, Asset and Debt Issues, and more.

What We Do

What We Do

We work alongside you to take the uncertainty and mystery out of Retirement.

We do this through our 7 Pillars: 


Wealth Management

We provide goal-based collaborative planning that encompasses all parts of your financial life.


Risk Management

We provide risk and insurance coverage assessments to make sure you’re protected against the “what-ifs” of life.


Tax Planning

We work with tax professionals on strategies to manage current and future taxes.


Legacy Planning

We work alongside estate planning professionals to assist you in designing a financial estate plan built around your goals.


Income Planning

We develop personalized strategies to help you maintain your desired lifestyle through various income sources during retirement.


Charitable Giving

We want you to be able to give freely, and can make sure your generosity is accounted for within your financial plan.


Value-Added Services

With experience comes partnerships and strategic creativity. No matter what your need, we help our clients wherever we’re able.

Who We Are

Who We Are

A firm built on family values and doing what's right.

Milestone Financial Group's name may have changed a few times over our 60+ year history, but our values have always remained the same. We believe in treating everyone with kindness and respect, and always acting in their best interest. As stewards of our clients' resources this is at the core of what we do.

Get to know the team at Milestone Financial Group.

What Our Clients Have to Say: 

Disclosure: Testimonials and endorsements presented may have been provided by current clients of the firm. Individuals providing the comments were not compensated, directly or indirectly, in exchange for their testimonial or endorsement. However, individuals with favorable experiences are more likely to be encouraged to leave reviews. Reviews and opinions presented are not necessarily representative of all clients. Results may vary from those described herein. One should evaluate the advisor’s qualifications and approach to determine suitability for their own needs. Investing carries an inherent element of risk, including potential loss of principal. Past performance is not indicative of future results.

Our Process

Discover

We utilize in-person, phone, and video meetings to get to know each other and bring our rural values to your doorstep.

Design

Plans are presented in a collaborative, interactive manner where you are actively involved in the process.

Deploy

We put your plan into action! We begin to implement investment recommendations and your planning strategies.

Deliver

Our planning process is an ongoing commitment between MFG and our clients to provide the guidance and support that you and your family deserve.

Resources

Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Learn More
What is My Business Worth?

What is My Business Worth?

78% of Businesses plan to fund their retirement through the sale of business.

See What Your Business Is Worth
How Will the Economy React to AI?

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?
Learn More
MFG Blog Posts

MFG Blog Posts

From current events to age-old financial questions, our team shares insights regularly for all audiences. Get to know us and our process through this library! 

Read Our Blog

Scam Call Alert

We have recently been made aware of scam calls originating from outside the United States, falsely using the likeness of MilestoneFinancial Group representatives.

If you are ever concerned about the legitimacy of an incoming call or email:

  • Request to call back.
  • Use the known local number for our firm to return the call.


Your security is our priority. If you have any doubts, do not provide personal information and contact us directly through our official channels.

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  • Retirement Planning
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  • Timely topics, free checklists and guides, videos, etc.
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