Michele Milton

Here's an eye-opener: most individuals who are planning to retire do not feel confident about how much they are saving. Quite frankly, I believe people deserve better.

Throughout my 21 years in financial services, including 16 as a financial advisor, I've helped clients navigate and build confidence in managing their finances. This responsibility sometimes comes as a surprise due to marriage breakdown, widowhood, or wealth transition. Whatever a client's situation, I work side by side with them so that I can fully understand their unique challenges and opportunities. I'm adamant about taking time to educate and explain what may feel complex...