I Am Expert In
Retirement Plans for Small Businesses 401(k), SEP IRA, SIMPLE IRA
Disability Income Insurance for Individuals & Business Owners
Proper Funding for Buy-Sell Agreements
Jeff Milne began his career in the financial services industry as a college sophomore at West Virginia University. As an independent adviser, he is beholden to one only person…his client. Providing guidance as a top priority regardless of where they are in the planning process.
Jeff has worked in a family-owned, closely-held business for many years, and understands the dynamics of how crucial the planning process is for businesses of this nature.