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Becoming a Client of Milestone Financial Group

Retirement Built-to-Last

Our Planning Process

The primary goal of our process is to demonstrate, in plain English, how we can help you make the most out of your life with the resources you have. We bring simplicity, clarity and confidence to what can be otherwise confusing, complicated and intimidating subjects: money and retirement.

Retirement Built-to-Last Discover Red Oak, Iowa Miller Financial Group

Step 1: 


We enjoy meeting in person, but this may also be done via phone or video.

Here's What to Expect:

  • Get to know each other!
  • Your family, your goals, your concerns and your plans for the future
  • MFG's history, values, process and philosophy
  • Financial planning and how it drives our investment process

Step 2: 


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

Here's What to Expect:

  • Financial plan framework built around what is important to you 
  • Gather planning information specific to your situation and goals.
  • Deeper discussion on investment philosophy and tax efficiency
  • Riskalyze® Risk Analytics 

Get Your Risk Score
Retirement Built-to-Last Design Red Oak, Iowa Miller Financial Group
Retirement Built-to-Last Deploy Red Oak, Iowa Miller Financial Group

Step 3: 


We begin to implement investment recommendations and planning strategies.

Here's What to Expect:

  • Financial plan and S.W.O.T. analysis review
  • Investment recommendations built based on your goals, risk score and timeline
  •  Accounts are opened and transfer of assets to MFG begins
  • Transfer progress tracked by MFG and shared with clients

Step 4: 


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

Here's What to Expect:

  • Scheduled investment and financial plan reviews
  • Tax strategy and income distribution analysis
  • Full access to MFG staff and account information
  • MFG educational opportunities, fun client activities and more 
  • Welcome to the MFG family!
Retirement Built-to-Last Deliver Red Oak, Iowa Miller Financial Group

Ready to Get Started?

Book a Meeting Today