Unclaimed brand
We work together with our clients for financial planning & investment management in Southwest Iowa & Omaha, Nebraska. Want to know who we serve and what we offer? Schedule a consultation today!
Liking this brand profile? Share this page
Hex Code
Color name
RGB
HSL
CMYK
#5B2011
Redwood
91, 32, 17
12, 69, 21
0, 65, 81, 64
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#141414
Cod Gray
20, 20, 20
0, 0, 8
0, 0, 0, 92
Milestone Financial Group, Inc. is a financial planning firm with a history spanning more than 60 years and a commitment to family values, respectful service, and acting in clients’ best interests. The firm serves urban and rural clients, with particular experience supporting medical professionals in rural communities, couples navigating retirement and tax questions, and rural businesses and professional firms.
Its collaborative approach is organized around seven pillars: wealth management, risk management, tax planning, legacy planning, income planning, charitable giving, and value-added services. Milestone develops goal-based financial plans, reviews insurance and risk coverage, and works with tax and estate planning professionals to help clients address current needs and prepare for the future. Retirement income strategies are designed around clients’ desired lifestyles and available income sources.
The team is led by a CERTIFIED FINANCIAL PLANNER professional and includes an in-house tax and accounting professional. Milestone also offers educational resources, including retirement checklists, articles, videos, and financial calculators, to help clients understand important planning decisions and prepare for retirement.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
How do I download the Milestone Financial Group logo?
What are Milestone Financial Group's brand colors?
The Milestone Financial Group color palette uses the hex codes #5B2011, #FFFFFF and #141414.
The Milestone Financial Group name, logos and brand assets are trademarks of Milestone Financial Group and its affiliates. Brandfetch isn't affiliated with or endorsed by Milestone Financial Group. Their use is subject to Milestone Financial Group's brand guidelines.
