January Underwriter Spotlight: Milestones Financial Planning
It's a new year, and one of the underwriters helping WKMS ring in 2013 with their support is Milestones Financial Planning of Mayfield. If your resolution this year is to get fiscally fit, manage your investments or plan for retirement, Milestones would like to help along the way.
Milestones is a fee-only financial planning and investment management firm specializing in medical professionals, educators and those nearing retirement. "We work hard to put 'people' before 'portfolios' and our clients say they can tell the difference," says Turner. "The first appointment is always on us. We'll sit down over a cup of coffee to get to know you and determine if Milestones will be a good fit for your needs."
Johanna Fox Turner, a CPA and Certified Financial Planner, started a small accounting practice at home while raising two boys in the 1980s. Fast forward to today and Johanna is now a grandmom and owner of two successful firms, Fox & Company CPA and Milestones Financial Planning, and is the financial columnist for Paducah Sun's monthly Four Rivers Business Journal.
Of their choice to underwrite on WKMS, Johanna says, "Like Milestones, WKMS is a western Kentucky institution, and we appreciate that they, too, have special services that are not only unique, but appeal to those who value quality and community involvement."
Milestones is located at 907 Paris Road in Mayfield. You can schedule your free initial consult by calling 270-247-0555 or find out more at milestonesfp.com.
Who will be in our next Underwriter Spotlight? Maybe it will be your business! See how to become an underwriter, here.