Milestones & Lifestyle Planning Services (Milestones) is a registered partnership that brings passion and expertise to the field of retirement planning and employee benefits. Our goal is to make retirement a time of excitement, not dread, by helping individuals and organizations properly plan for the future. We believe that employee benefits should be mutually advantageous, benefiting both employees and employers alike.

With a focus on knowledge and innovation, we provide innovative, quality, and affordable retirement consulting solutions to individuals, trustees, institutions, and employee benefits carriers. Our team is deeply committed to our work, and our core values of integrity, accountability, and fairness guide everything we do. As a trusted partner, we take some of the load off trustees, employers, and individuals by offering personalized assistance in retirement planning, state benefits, and group health, group life, and pensions.

Let Milestones help you navigate the milestones of life with confidence and peace of mind