A fancy word that means we are a true financial partner who acts only in your best interest. They have someone in their corner working as hard to protect their money as they did to earn it. Instead of managing their money alone, they have the help of a knowledgeable financial professional. Settling a loved one's estate and distributing their assets after death can be a time-consuming.
Choosing the right financial advisor is one of the most important decisions you can make for your. Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award six years in a row. Named one of the top Connecticut-based Wealth Management Companies 2021 by Daily Finance. Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?
Choosing the right financial advisor is one of the most important decisions you can make for your. Michael Mezheritskiy has been awarded the Five Star Wealth Manager Award six years in a row. Named one of the top Connecticut-based Wealth Management Companies 2021 by Daily Finance. Ready to transform financial overwhelm into confidence and clarity when it comes to your retirement income and spending?
Services
About Us
Report
We know you have a lot on your plate and you might not want the pressure of managing your portfolio. That's why we do it for you. We proactively help you make the best money decisions, and empower you with information in plain english. Since we are fee-only and do not accept commissions, you'll never have to worry about whether a recommendation is in our best interest or yours.
Financial Roadmap
Report
You don't go to the Dermatologist for an eye exam, and we want to make sure we are the right financial planner for you. If we aren't, we will happily point you to the right expert. Just as a doctor will diagnose before they prescribe, our goal is to understand your entire financial situation during this one-hour meeting.
Tax Planning & Preparation
Report
They change every year and can cost you tens of thousands of dollars, unless you're prepared. As tax planning advisors, we work directly with you to minimize your tax burden and have a full-suite of CPAs and tax attorneys stay up-to-date on tax law. So you can rest easy knowing your largest retirement expense will be as small as possible.
Investment Management
Report
In other words, we consider the market (risk) and distribute your income responsibly (reward). The goal is to improve returns and create a reliable income stream regardless of the market. That way, you don't have to worry about the market crashing, we've already done the worrying for you - and built a plan to address it.
Social Security Timing
Report
As retirement planning specialists, we help you determine the best time to collect Social Security. When should you start collecting Social Security? Does it make sense to delay till full retirement age, start early, wait till 70, or is it better for one spouse to start and for the other to delay? What helps you the most?
Reviews
Be the first to review Milestone Asset Management Group.
Write a Review
