We do our best work with people looking for honest, independent retirement advice.
You choose how we work with you: it's what sets us apart from other advisors.
One time services
- The answers you are looking for without a long-term commitment.
- You choose what and when you implement our recommendations.
- We work together creating the plan, we map out the directions, you implement.
- Providing you with a continued relationship.
- Answering your question along the way.
- Reallocating your portfolio.
*Many advisors require you manage their assets to be an ongoing client, with Milne Financial Planning you choose if we manage your money.
Here are a few quick facts about us:
We are experienced. We've been helping clients achieve their financial goals since 1996.
We are a fiduciary to all clients. This means we put our client’s best interests before our own.
We are independent. The only quota we strive for is the service we provide to our clients.
We are Fee-Only. This means we do not sell investment or insurance products, so the advice you receive is unbiased, conflict and sales commission free.