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Submitted URL: http://milestoneadvicegroup.com/
Effective URL: https://www.milestoneadvicegroup.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.milestoneadvicegroup.com/
Submission: On January 25 via api from US — Scanned from DE
Form analysis
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Text Content
Schedule complimentary appointment here! 803-547-7526 Jmohr@milestoneadvicegroup.com Client Account Access Menu * Home * About * Inspired Life Planning Process * Team * Mission Statement * Products and Services * Useful Links * Schedule a meeting * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * LPL * About LPL Financial * LPL Research * Fiduciary Focus * LPL at a Glance * LPL Retirement Plan Tools * Events * Tools * Glossary * Tax Resources * Contact Client Account Access IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More HOW TO RETIRE EARLY Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Learn More MILESTONE ADVICE GROUP Clear Answers to ALL your Financial Questions. Organize Your Life. Make a Plan. Realize Your Dreams. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More HOW TO RETIRE EARLY Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Learn More MILESTONE ADVICE GROUP Clear Answers to ALL your Financial Questions. Organize Your Life. Make a Plan. Realize Your Dreams. Learn More IT MAY BE TIME FOR A FINANCIAL CHECKUP It’s never a bad time to speak with your financial professional about changes in your situation. Learn More WE STAY FOCUSED ON MARKET TRENDS, SO YOU DON'T HAVE TO MANAGE YOUR MONEY WITH CONFIDENCE Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Learn more WHAT WE BRING TO THE TABLE We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Learn more DOWNLOAD OUR TAX REFORM EBOOK! There's a lot of confusion around the new Tax Laws and Jobs Act. Luckily, we're here to help. This ebook will tell you everything you need to know about the biggest tax reform and overhaul in 30 years. First Name Last Name Email Address Get the Ebook WHAT WE OFFER We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. TAX PLANNING INVESTMENTS MANAGEMENT RETIREMENT MANAGEMENT ...AND MORE! TIPS AND RESOURCES The latest topics in our library to Inform and Inspire. OUR PROFESSIONALS JUDI MOHR CERTIFIED FINANCIAL PLANNER™ 803-547-7526 888-728-2811 jmohr@milestoneadvicegroup.com LEARN HOW WE CAN HELP YOU Schedule a Meeting CONTACT Office: 803-547-7526 Fax: 888-728-2811 2764 Pleasant Road Suite A PMB 10448 Fort Mill, SC 29708 Series 7, 63, and 65; Insurance: Life/Health & Accident, Disability, and Long Term Care. Jmohr@milestoneadvicegroup.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Judith Mohr is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: DE, FL, GA, NC, SC, TN, TX.