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Becoming a Client of Milestone Financial Group

Our Stewardship Approach

to Financial Planning

7 Pillars

An honest, straightforward approach to financial planning.

Throughout our clients' lifetimes, we offer a comprehensive range of over 100 services to help them through the ups and downs of life. To simplify and categorize these offerings, we've consolidated them into the Seven Pillars you see on the left.

Each plan and puzzle is unique because you are unique. The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension.

Strategies built around what is important to you.

Our Stewardship Approach lives right between what matters to you and your family and what We can control.

We're dedicated to being effective stewards of your hard-earned money, providing you with the confidence to be able to live the life you want.

Our 4 Step Process

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. We are a Nebraska & Iowa investment firm but have clients in over 22 states, so we can work with you wherever you are.

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:

  • Our Retirement Built-to-Last 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

  • Retirement Built-to-Last 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