Milestone Wealth Management
Financial Advising
Why pick this one
Milestone Wealth Management combines CFP-led planning with risk analysis, retirement strategy, investment management, and PSLF eligibility guidance.
Best for
- clients preparing for retirement
- clients seeking a comprehensive risk analysis
- clients needing investment analysis aligned with risk tolerance
- borrowers evaluating Public Service Loan Forgiveness eligibility
- families planning life insurance, long-term care insurance, or estates
- clients managing concentrated equity positions
Specialties
- cash flow reporting and budgeting
- retirement and savings planning
- risk management analysis
- investment analysis
- Public Service Loan Forgiveness eligibility guidance
- life insurance planning
- long-term care insurance planning
- concentrated equity diversification
- charitable and estate planning
Certifications
- CERTIFIED FINANCIAL PLANNER® designation
What makes them different
- Erin L. Cockman is a CFP® and the firm's founder
- Financial planning begins with a comprehensive risk analysis
- The team provides Public Service Loan Forgiveness eligibility analysis
- Investment advice uses evidence-based strategies aligned with stated risk tolerance
- Planning addresses lifestyle, estate, retirement, earnings, property, longevity, tax, and portfolio risks
Distilled from this business's own website.
Contact & Location
- Address
- 2815 S Church St B, Burlington, NC 27215
- Phone
- +13363606060
- Website
- http://www.milestone-wm.com/
- team@milestone-wm.com
Services
- risk management
- investment management
- retirement planning
- financial planning
- lending and cash management
- charitable and estate planning