Scott Rohne -- founder and president of Milestone Wealth Management. He has worked extensively in the area of financial management since 1997, helping families and small businesses with their financial planning and investment management needs. Scott works with his clients to understand all aspects of their financial situation so that he can help them build a customized plan designed to achieve their goals.
Scott graduated from Minnesota State University - Mankato in 1993 where he earned his bachelor's degree in Business Administration with concentration in Finance and minors in Accounting and Economics. A native of Lyle, MN, Scott has been a resident of Prior Lake, MN since 2003.
Scott graduated from Minnesota State University - Mankato in 1993 where he earned his bachelor's degree in Business Administration with concentration in Finance and minors in Accounting and Economics. A native of Lyle, MN, Scott has been a resident of Prior Lake, MN since 2003.
Services
The financial management process at Milestone Wealth Management begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms. These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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