Retirement planning
Plans for retirement and manages assets before and during it.
Milestone Wealth Strategies
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About Milestone Wealth Strategies
Retirement planning includes preparing for retirement and managing assets before and during it. Milestone Wealth Strategies provides financial advising and investment services in Columbus, Ohio. Founder and wealth advisor Terrie Austin is a CFP® and CDFA® with more than 25 years in the financial services industry. Services include financial planning tailored to clients' goals, timeframes, and risk tolerance, as well as investment management that considers asset allocation and risk tolerance. The firm also addresses employer-sponsored retirement plans and IRAs, insurance, estate planning, and wealth preservation. Austin specializes in advising women navigating life transitions and financial questions. The website offers educational resources, including newsletter articles, calculators, and research reports. Investment advice is offered through Milestone Wealth Strategies, LLC, a registered investment advisor in Ohio.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Considers asset allocation and risk tolerance.
Women in transition
Specialized financial advice around life events.
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