Welcome!
Honest, independent retirement advice
you can trust.
what sets us apart from other advisors is our choice of services
One time services
- This is perfect for you if you're looking for answers without a long-term commitment.
- We work together co-creating your plan.
- We map out your directions. You implement on your timeline.
Ongoing services*
- The partner you are looking for.
- Answering your questions along the way.
- We manage your portfolio, freeing you to enjoy your life.
*Many advisors require that you manage their assets to be an ongoing client, with Milne Financial Planning you make that choice.
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.