
Proudly Serving Clients Throughout the Midwest Since 1963
Milestone Financial Group was built to address the needs, concerns, opportunities and constraints of business owners, working professionals, and couples 10 years of less from retirement. We have been doing so since 1963. We believe in the value of the financial planning process and forward looking tax planning and feel both are essential to all long-term financial success.
It Starts With Planning Today
Discover How We Help
Here's what some of our clients are saying about us.
There Are Two Values That Serve as Our Foundation
Honesty
Being upfront and honest is at the core of everything we do. We will never intentionally mislead or misinform our clients, and we will always try to explain everything in easy to understand terms. We want our clients to understand what they own and why it is right for them.
Integrity
Integrity is the cornerstone of all strong relationships. Our business was built on doing what is right and in the best interests of our clients. We could not have served others for over 50 years if we did not hold this principle sacred.
Fostering These Principles Helps Us Empower You To Live a Fulfilling Life
We’re passionate about working with small businesses and families to help them pursue their dreams and goals. Let our team help you design a plan that aims to get you to where you want to go!
