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Financial Planning Services and Key Product Offerings

Regardless of your stage in life, your income or your goals, a plan can help you more successfully manage your finances.  At Mile Marker Financial Advocates we believe investment products and services should be built specifically to meet different and specialized needs.  We offer investments, access to insurance products and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, Mile Marker Financial Advocates can help.

Financial Planning Services

Financial Planning Services

Whatever your financial planning needs, from developing an investment strategy, to planning for retirement, to evaluating your risk management needs, we can help by reviewing your full financial plan.  We offer:

  • Comprehensive Financial Planning 
  • Risk and Asset Assessment
  • Retirement Planning
  • Estate Planning
  • Education Planning

Learn more about our Financial Planning Process


Gain a professional perspective and clear direction for your financial journey with options that we offer including:

  • Managed Portfolios
  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Individual Stocks
  • Bonds
  • 529 Funds

Learn more about our Investment Offerings
Insurance Solutions 

Insurance Solutions 

Successful money management is about more than just accumulating and investing your assets.  Protecting those assets is also very important. We can offer help in evaluating your needs and helping you to get the coverage that serves your situation.  We offer:

  • Life Insurance 
  • Long-term Care Insurance
  • Disability Insurance
Learn more about our Insurance Solutions


Have a question?  Contact us - we are happy to help!

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