Masters in Finance

Aaron A Milne - Financial Advisor in Dover, NH | WiserAdvisor.com

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

MAERCO Financial

Jane Schultz has been in sales for most of her career. Her varied background and experience has
culminated in a deep respect and understanding of people's needs. She appreciates the position her
clients are in when it comes to choosing products for their health and life insurance. She addresses her
client's concerns in a thoughtful and compassionate manner. She takes a very comprehensive approach
to explaining things to her clients so they are comfortable with their decisions. She always tries to keep
things light hearted and fun during the appointments.
Jane has a bachelors degree in Business Administration from New Hampshire College (now So. NH
University). She has won numerous sales awards in every industry she's worked in, including being a top
producer in the insurance industry for several years.
Jane is passionate about sports - specifically, watching football and playing ice hockey. She also enjoys
gardening, being in nature and staying at home "on the mountain" with her animals.

Tax mitigation and cash flow optimization for business owners of various tax filings status

Multi layered portfolio, insurance, retirement and estate planning. Incorporating multiple disciplines for efficiency and optimization

Tax and efficiency optimization to enhance cash flow and continuity.

Active or passive portfolio management based on clients objectives, risk tolerance, time horizon and liquidity needs

Individual retirement planning based on clients stated goals and financial capabilities

Retirement plan planning based on business owners objectives, resources and time horizon

Review various insurance products that would help client achieve their goals and objectives

Review annuities to ensure the contract is beneficial to the client and that it has the highest capability of helping the client achieve their goals and objectives

Review current estate plan to ensure it will achieve clients stated goals and objectives. Make recommendations if deficiencies are found.

Review tax filings and current strategies to ensure maximum efficiency

Risk tolerance and time horizon planning for distribution continuity and consistency

Multiple asset classes used to counter balance one another to optimize portfolio return on a risk adjusted basis

Multi-faceted, top down wealth management, customized to the specific individuals stated objectives and goals

Identify potential liabilities that could encumber achievement of goals and objectives. Recommend Risk reduction strategies

Tax mitigation strategies meant to optimize after tax cash flow

Paladin Research Report For:

Aaron A Milne

MAERCO Financial

About Aaron A Milne

General Information

Firm Start Year

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Firm CRD#

Years of Experience in Financial Services

Number of Years with Current Firm

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Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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Criminal Disclosures in Last 5 years

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Firm Information

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Education

Disclosures

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