View Our Customer Relationship Summary
skip navigation

Contact Us

4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-282-4822
  • Fax:
    480-638-2200
  • E-mail address: info@milestonefinancial.com
  • LinkedIn Icon
  • Home
  • Products & Services
    • Account Access
    • 529 College Savings Plans
    • Annuities
    • Disability Income Insurance
    • Individual Retirement Account
    • Investments
    • Life Insurance
    • Long Term Care Insurance
    • Mutual Funds
    • Trust Services
  • Resources
    • Calculators
    • Featured Links
    • Market Update
    • Market at a Glance
      • Charting
      • Portfolio
  • Account Access
    • Coverpath
    • Assetmark
    • MetLife eService
    • MassMutual
    • PFV
    • Investor360
  • About Us
    • Financial Planning
    • Why Choose Us
    • Our Business Beliefs
    • Our Associates
    • Workshops
    • Contact Us
  • Licenses
  • View Our Disclosures
    • Reg BI Disclosure
    • Customer Relationship Disclosure
  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI


Newsletters

  • Is Your Dream Kitchen a Good Investment?

    Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

  • Investing with Market Cap in Mind

    Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

  • Peer-to-Peer Payments Are Popular, but Be Careful

    Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.

More Newsletters »

Calculators

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators »

Contact Us

4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-282-4822
  • Fax:
    480-638-2200
  • E-mail address: info@milestonefinancial.com
  • LinkedIn Icon

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 4900 N Scottsdale Rd, Suite 4000, Scottsdale, AZ 85251. 480-638-2100. Milestone Financial, LLC and The PLANit Group, LLC are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. CRN202808-9111975

 

Home | Contact

  • Site Map