Old Way of Assessing Risk -Does Not Work

The old way of assessing risk, stereotyping investors with subjective semantics, simply doesn’t work. The words “moderately conservative investing” may mean something different to you than it does to us, and a person’s age doesn’t always determine those factors anyway. In fact, a team of academics performed an assessed our methodology and found that 52% of 20-29 year olds aren’t aggressive, and 53% of 70-79 year olds aren’t conservative!

Financial Planner Risk

Now, let us show you what this looks like…

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Welcome to Milestone Asset Management Group

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.