Milestone Wealth
Financial Advising
Why pick this one
Milestone Wealth Management combines CFP-led planning with risk analysis, retirement planning, investment management, and Public Service Loan Forgiveness eligibility analysis.
Best for
- Clients seeking retirement and savings planning
- Clients needing a personal risk tolerance and risk management analysis
- Public-sector employees evaluating Public Service Loan Forgiveness eligibility
- Clients planning for life insurance or long-term care risks
- Clients needing concentrated equity diversification
- Clients seeking charitable or estate planning
Specialties
- Cash flow reporting and budgeting
- Retirement and savings planning
- Public Service Loan Forgiveness eligibility analysis
- Risk tolerance and risk management analysis
- Concentrated equity diversification
- Life insurance planning
- Long-term care insurance planning
- Charitable and estate planning
Certifications
- CERTIFIED FINANCIAL PLANNER® designation held by Erin L. Cockman
What makes them different
- Erin L. Cockman, CFP®, is the founder and wealth advisor
- The financial planning process starts with a comprehensive risk analysis
- Investment advice is based on principled, evidence-based strategies
- The firm determines client eligibility for Public Service Loan Forgiveness
- The team addresses lifestyle, estate, retirement, earnings, property, longevity, tax, and portfolio risks
Distilled from this business's own website.
Contact & Location
- Address
- 205 Plaza Dr Ste D, Greenville, NC 27858-6752
- Phone
- +12527567005
- Website
- https://milestone-wm.com
- team@milestone-wm.com
Services
- Risk management
- Investment management
- Retirement and financial planning
- Lending and cash management
- Charitable and estate planning