Milestone Partners

A new season can be a good time for a reset. As summer winds down and routines return, consider one area of life you’d like to give a little more attention this fall. It doesn’t have to be a big change. Small, intentional steps can add up over time.

Hello, fall! Cooler mornings, football weekends, changing leaves and a fresh season are officially here. What are you looking forward to most this fall?

Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

Retirement is a milestone worth celebrating! We recently enjoyed a special dinner with some wonderful people as they marked the beginning of an exciting new chapter.

It was an evening filled with great food, meaningful conversation and plenty of laughter. We are grateful to have been part of the celebration and wish them all the best in the years ahead!

Some of the most useful financial conversations happen before there’s an urgent reason to have them. Talking with family about goals, responsibilities and important documents can help everyone better understand the bigger picture. These conversations may not always be easy, but they can be meaningful.

Today we pause to remember the lives lost on September 11, 2001, and honor the courage of the first responders, service members and everyday Americans who stepped forward in the days that followed. We remember.

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

We can help you make sure your travel goals fit comfortably into your life.

How to plan and budget for travel in retirement Financially prepare for your next trip with more confidence.

Deb and Travis recently helped Brady move to Mizzou!

Move-in day came with plenty of boxes, a little heavy lifting and a lot of excitement for the year ahead. Wishing Brady a great year at Mizzou. Go Tigers!

Happy Labor Day from Milestone Partners! Today we celebrate the effort, dedication and contributions of workers across our communities. We hope you have an opportunity to enjoy the long weekend with family and friends.