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Retirement

Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
Conquering Retirement Challenges for Women
Deciding When to Take Social Security

Investment

The Utility of Sector Investing
The Anatomy of an Index
Inflation & Your Money

Insurance

Keeping Summer Safe: Pool and Spa Safety Tips
Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

How Income Taxes Work
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?

Money

Personal Finance Calendar
What If Your Kids Decide Against College?

Lifestyle

Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ

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Office: (712) 623-5726

Toll-Free: 800-347-9511

Fax: (712) 623-4642

610 Senate Avenue

Red Oak, IA 51566

dan@milestonefinancialgroup.com

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Dan Miller, Kaleb Robuck, Marcus Taylor ,and Ashleigh Franco are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Milestone Financial Group is not affiliated with USA Financial Securities.

Dan Miller, Kaleb Robuck, Marcus Taylor and Ashleigh Franco are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AR, CA, CO, FL, GA, IA, IL, IN, KS, LA, MD, MN, MO, MT, NC, NE, OR, SC, SD, TX, WI. Kaleb: CO, IA, MO, MT, NE. Marcus: IA, MN, MO, NC, NE, TX., Ashleigh: IA, MO, NE. For investment advisory services these states include: Dan: AR, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, OR, SC, SD, TX, WI. Kaleb: CO, FL, IA, MO, NE, TX. Marcus: AL, IA, MN, MO, NE, TX. Ashleigh: IA, MO, NE. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Use of the phrase "Building Rural Wealth" does not guarantee financial success or investment results. All investing involves risk, including potential loss of principal. Individual results may vary based on unique circumstances.

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