Welcome to Milford Financial

At Milford Financial, we see uncertainty as opportunity. Our experienced team of advisors will help you construct a financial blueprint. Not just for today but for your future as well.

Staying informed with a constantly changing world is a difficult task. Of the numerous money decisions that you will face and must make, choosing which ones are right for you can be complex and very time consuming, and in some cases irrevocable. Information overload can lead to indecision and financial paralysis.

With our easy to understand approach we take a 30,000 foot snapshot, of your current situation. Our clients can see exactly where they are today and what may lie ahead for their futures. Some advisors will help you plan for the financial phase of your life that you are in today. At Milford Financial, we focus on all three phases, Accumulation, Distribution, and Preservation.

Our clients think of us as their personal financial Captain. We help navigate organizing, growing, and protecting their savings through rough waters and smooth sailing.

Put your money to work through a disciplined investment strategy.

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Milford Financial were quoted in multiple news outlets discussing their thoughts on how to achieve financial success.

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When should I start Social Security? That depends, it's different for everyone. Let's see when your best time is.

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Our Services

As a full-service establishment, Milford Financial can assist you in a variety of ways.

Investments

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance

A good defense is the best offense. Let Milford Financial help find the Insurance coverage that is appropriate for you and your family's needs.

Tax

Let us help you with strategies that can reduce taxes. We do not do tax prep and management.

Retirement

Milford Financial will educate you on planning for the future and get you excited for what’s to come.

College

Rising education costs require a forward-thinking plan. Milford Financial can help you prepare for one of life’s biggest investments.

Consultation

We’d love to hear from you. Give us a call and we’ll get started.

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Are your assets secured for yourself and for your loved ones?

The best legacy you can leave your family is the certainty and predictability that asset protection provides. But making sure your assets are secured for yourself and for the next generation can be a daunting task. We’ve compiled some tools and resources to make the process a little clearer.

Learn how to use financial tools, estate planning, and tax optimization to ensure your wealth is protected.

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Power of Zero Elite Advisors

Milford Financial is one of Power of Zero’s Elite Advisors, a program that seeks to provide tax reduction strategies and maximize the legacy of all clients who work with them.

Advisors named Elite Advisors within the Power of Zero program have been vetted and determined an expert in tax strategy and optimization.

Meet the Team

Meet Our Advisors