# Milestone Financial Group

- **Website:** <https://planwithmillerfinancial.com>
- **Primary alias:** `planwithmillerfinancial.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/MilestoneFinancialGroup)
- [linkedin](https://linkedin.com/company/milestone-financial-group-inc-red-oak)
- [twitter](https://twitter.com/PLANWITHMFG)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idSPxWBXRA/w/600/h/204/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792067398188)
- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idSPxWBXRA/w/1000/h/1000/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1792067398354)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Redwood | #5b2011 | accent |
| Cod Gray | #141414 | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- var(--headingFontFamily) — asset _(custom)_

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_Source: <https://brandfetch.com/planwithmillerfinancial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._