Milestones Financial, LLC

Milestones Financial, LLC serves clients age 50+ seeking tax-efficient retirement planning and investment recommendations for a fixed fee. We help you maintain full control over your money while receiving long-term, professional advice on things like reducing your tax bill, investing smarter, and creating retirement income. To learn more about Josh Gallogly, CFP®, EA, please see his NAPFA-Registered Financial Advisor profile (i.e., by clicking on his name, below), and to learn more about Milestones Financial, LLC, please visit our website at https://milestonesfin.com/