Services

At Albitz/Miloe, we believe a successful financial portfolio takes time to construct and maintain. We believe it is necessary to monitor and make adjustments to your investment portfolio as things change in the financial markets, economy, and your personal circumstances.

While some people don’t want to spend a lot of time monitoring their investments, this is our job, and we take it seriously. Our research, ongoing review, and management, assists our clients to better utilize their investment portfolios to pursue their goals. During our tenure as investment advisers, we have seen Bull and Bear markets, exuberance, panic, joy, and pain. We’ve faced each situation with a sense of calm, balance, and non-emotional bias in order to keep our clients aligned with their goals.

  • Custom Managed Investment Portfolios

  • Mutual Funds / ETFs

  • Individual Stocks / Bonds

  • Tax-Free Municipal Bonds

  • Closed-End Funds

  • Preferred Stocks

  • Real Estate Investment Trusts (REITs)

  • Inflation Protected Securities

  • Portfolio Risk Assessment & Review

  • Review of workplace retirement plans or held-away accounts

Careful financial planning earlier in life can make it possible to live comfortably in both the present and the future. By utilizing a combination of advanced asset accumulation techniques to build wealth followed by tactical retirement income strategies to enjoy this wealth, we have assisted many families as they plan for and live through retirement. Whether you are looking for an individual or business plan, we can help find and implement a solid retirement strategy for you. If you already have a plan, we can review it to determine if it remains a good fit. If you’re nearing retirement, we can help analyze income options from the assets you’ve worked so hard to build.

  • Traditional IRAs / Roth IRAs

  • Rollover IRAs

  • SEP IRA / SIMPLE IRA Plans

  • 401(k) / Roth 401(k) / Profit Sharing Plans

  • Individual 401(k) Plans

  • 403(b) / TSA Plans

  • Retirement Plan Review

  • Retirement Income Planning

Things happen in life that you just can’t control. We feel it is important to be prepared and protected against such circumstances. Through analysis and a clear understanding of your concerns, we can help you find the right plan of action to protect you and your family. We specialize in life insurance needs analysis, disability, and long-term care insurance consultation. We have the resources to assist with basic to advanced cases depending upon your needs.

  • Term / Universal Life / Variable Universal Life

  • Long-Term Care Insurance

  • Annuities

We consult on all areas of personal finance including estate planning, college planning, real estate, Social Security, Medicare and generally any financial topic specific to your current interests. Although we do not file taxes and do not draft legal documents, we provide guidance and interface with the appropriate professionals in these areas to ensure our clients accomplish their objectives. Most importantly, we are wholly independent and always put our clients’ interests first when making any financial recommendations.

  • 529 College Savings Plans

  • Real Estate Consulting

  • Social Security Income Planning

  • Medicare Advice

  • Financial Plans