Milestone News & Insights
We recently hosted a fantastic "Fiesta of Gratitude" at Keg Creek Brewing to celebrate our amazing clients.
It was an evening filled with Mexican food, bingo, drinks, and lots of fun. Check out the recap video to relive the good times and see how we express our thanks to our incredible clients.
Thanks for being a part of our journey!
What is My Business Worth?
Why is it important to know the value of your business?
- Annual/Quarterly Financial Planning
- Business Sale/Exit
- Insurance Coverage
- Business Growth and Expansion
- Legal/Tax Planning
- Retirement Planning
- Set and attain long-term goals for you and your family
- Gain Confidence in knowing the value of your greatest asset
78% of Businesses plan to fund their retirement through the sale of business.
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- Retirement Planning
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Here's what some of our clients are saying about us.
"I would like to thank everyone at Milestone Financial Group for everything they have done for Val and I. To have a group like this that really cares about their clients and friends is the greatest. My only regret is that we wish we had joined their clientele sooner. They are always there to help you with any services or questions you have. Keep up the good work and looking forward to many more years being your client and friend."
- Gary & Val G., client.
"Jan and I started working with Dan many years ago when we met in Shenandoah. We felt very comfortable from the start and have enjoyed working with Dan, Kaleb and staff ever since. The entire staff are so friendly and accommodating.
Their financial advice has created a portfolio for us that has satisfied our financial needs now and moving forward. Whenever the markets have been volatile there was no panic by his team, just "ride the ship" which is good sound advice.
We are not ones to follow stocks and markets daily so putting our trust in them and letting them make the proper choices puts our minds at ease. As I prepare for retirement, I will continue to lean on them for their professional advice and we are very confident in their decisions.
If you are looking for a financial group, I would not hesitate to choose Milestone Financial. I think you will be very pleased."
- Jim & Jan C., client.
"We really value the staff of Milestone Financial. They are fun to work with and meet with related to your financial planning needs. It is fun to work with people that know and care about you."
- Nick Z., client.
"The biggest issue for me to select a Financial Advisor was trust. Putting my life savings in Dan and Denise Miller’s hands was a huge decision for me. I trust them to do what is right for me and they do a great job of keeping me informed."
-Shirley S., client.
"It is such a pleasure and positive experience working with the entire Milestone team. Everyone is so helpful and kind. They answer all of our questions and we really appreciate the one-on-one attention they provide. We feel like we're their only client. We have recommended their firm to others."
- Dale & Diana R., client.
"I have been working with Dan for 17 years. Dan truly cares about his clients and does what is best for his clients. He has distributed my retirement funds into different buckets of investment options that have worked for my needs. I have been taking a monthly distribution for 17 years and with all the ups and downs in the market I'm still sitting with about the same amount (or over) than when I first started with Dan 17 years ago. What more can a person ask for!
I highly recommend you contact Dan and see what he can do for you. I chose to work with him after talking with other larger investment companies in Omaha because I felt that I was important to him, not just a number. I'd definitely work with a small town investment company to get the 'personal' treatment."
- Jeanette B., client.
"We have been working with Milestone Financial for over 5 years. Their financial planning team has been very pleasant and easy to work with on retirement and investing needs. Both Sally and I highly recommend Milestone Financial to help you get started down the right path for investing, retirement and insurance needs. Their Staff are very knowledgeable and great to work with."
- Larry & Sally R., client.
When Can I Retire?If you're considering retiring in the next 5-10 years, download this checklist! It covers 32 of the most important planning issues to identify and consider for someone who is about to retire.