“Security. Confidence. Peace of Mind –
That’s Milestone Wealth Management.”
WORK WITH ME
My mission is to help you achieve financial freedom and empower you with the confidence to live the lifestyle you want to live.
My process is designed to give you clarity and serve as a clear roadmap to secure your financial future.
It is designed to help you avoid the common and not so common mistakes people make when it comes to important matters that affect your financial life.
After reading everything below you will get an idea of my process and the typical client that I work with. If you feel you would be a good fit for the type of work I do, I'd love to set up a 30 minute free chat so that we can talk further.
This way we can get to know each other a bit and you can ask any questions you have before getting started.
Is my process and what I do the right fit for everyone?
I can't help everyone and quite frankly my process and what I do is not the right fit for everyone. So ...
• If you have no concerns about your money and your investments.
• If you are looking for the next get rich quick scheme and are looking for a way for your money to double overnight.
• If you are looking for a stock broker, you’ve come to the wrong place. I am not a stock broker and I am not here to sell you the so called ‘latest and greatest’ penny stock off the pink sheets.
• If you’re a "Do-It-Yourself" investor and financial planner, my approach probably won’t mesh with your way of doing things. For example, if you want to call me because Jim Cramer said you should go out and “BUY, BUY, BUY XYZ Stock,” then I am not the advisor for you.
• If you have the time, the desire, and enjoy keeping up on the markets, geopolitical influences, ever-changing regulations, tax incentives and penalties, risk assessment, if you’ve got the time and patience for all that – and some people do – then you probably don’t need my help.
• If you believe that a successful financial future is too important to go at it alone and value expert guidance.
• If you want a customized roadmap that will help you achieve financial freedom, helping you to cross everything off your bucket list and live a life of no regret.
• If you don’t want to waste time scouring the internet trying to put all the pieces of the puzzle together to get the answers you need.
• If you’re not comfortable with your financial situation and want direction, guidance, and a clear action plan.
STEP 1 - 20 Minute Phone Call
This is will help us both determine if we are a good fit. I’ll be able to determine if your situation matches my expertise. If it doesn’t, I’m happy to refer you to an expert that would be a better fit.
STEP 2 - Discovery Meeting - Getting To Know Each Other
During our initial meeting, we focus on you. We won’t discuss any financial advice, and no recommendations will be made.
This is just about us getting to know each other better. I'll ask you about your financial concerns and goals going forward. I will also learn where you are now financially.
At this meeting, you can ask as many questions as you want. I really want you to get a feel for what it would be like to work with me.
If we identify any potential issues that could negatively impact you financially, either now or in the future, we will talk it through.
If any of these issues concern you, and if you would like me to help you with them, we will move on to “Step 3” and schedule a follow-up meeting.
STEP 3 - Building Your Lifetime Income Plan
In this meeting, we will work on building your financial strategy. This will include:
• Retirement Planning
• Advance Tax Planning
• Investment & Risk Management Strategies
• Estate Planning
We’ll also cover any other aspects that might affect your financial future, including the sale of a business, social security benefits, Medicare, and any various retirement accounts you already have in place.
We will also look at unexpected expenses and life events that you may have previously overlooked, such as long-term care, disability protection, and any life insurance needs that may need to be considered.
Above all, it’s all about you: Your plan. Your future. You tell me what you want to accomplish, and I will tell you if I believe that it’s possible, followed by what it’s going to take to get there.
STEP 4 - Ongoing & Proactive Management
As we all know, the only constant in life is change. As your life changes, your plans need to change along with it.
That’s why it’s important that we meet on a regular basis and make adjustments to your financial strategy (as necessary) along the way.
Typically, I like to schedule reviews once or twice per year, depending on the complexity and specifics of your overall financial plan.
However, I also recommend and encourage scheduling a review whenever a major life event occurs. All my clients receive unlimited phone and email support, so if you have any questions or thoughts you want to run by me, you always have an open door.
HOW DO I COMMUNICATE WITH MY CLIENTS?
I communicate by phone, email, through web-based technology, and face-to-face. It is your preference.
My office is located in Huntington Beach, CA. However, I work with clients across the country. I have embraced technology that allows me to work with you from the comfort of your living room.
If you are local and are the type that prefers to meet face-to-face we can meet in my office. However, if you are not local, or you just prefer not to fight traffic, we can use video conferencing and screen share software.
Before I embraced using the technology that allows me to work remotely with clients, I didn’t know if it would really work. Traditionally, a meeting with a financial advisor was always face-to-face.
However, I have found that video conferencing works just as well as meeting face-to-face. I believe in the near future virtual meetings such as this will be more and more common, especially as technology continues to improve.
Again, it’s your preference if you prefer to meet in my office in Huntington Beach or meet virtually. I want to make interacting with me easy and convenient.
I encourage my clients to call or email me anytime. If I am not available right away, I usually will get back to you by end of the day, but at the latest, by the beginning of the next day.
I also have made the option through my online scheduling system for you to schedule a call with me. This is best if you want to schedule a specific time.
I have found this also nice because it eliminates the need for us to play phone tag with each other.
Think we might be a good fit? Schedule a free chat below.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Milestone Wealth Management & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at: https://nationalsocialsecurityassociation.com/become-an-advisor/. Insurance License #0H09331