Milestones Financial, LLC

Milestones Financial, LLC serves clients age 50+ seeking tax-efficient retirement planning and investment recommendations for a fixed fee. Josh Gallogly, CFP®, EA helps you maintain full control over your money while receiving professional advice on things like reducing your tax bill, investing smarter, and creating retirement income. Josh is the Managing Member and Founder of Milestones Financial, LLC, a fee-only and “advice-only” financial planning firm serving clients locally and nationwide, thanks to his simple but secure virtual platform. To learn more, please see his NAPFA-Registered Financial Advisor profile (i.e., by clicking on his name, below) or by visiting https://milestonesfin.com/ (i.e., by clicking on the Milestones Financial logo, above).