Squeeze Every Drop™️ At Retirement
Milestones and Lifestyle Planning Services is a Jamaica-based retirement and employee benefits consulting firm, established as a registered partnership in June 2008.
They specialize in delivering HOLISTIC, high-quality, and affordable solutions that help clients achieve a lifetime indexed income in the event of old age, disability and death. Key benefits include:
- Accumulation of capital sum— For pre- and post-retirement planning.
- Tailored guidance for individuals on principles of retirement financial and lifestyle planning to include estate planning, coordination of retirement benefits, sources of retirement income.
- Holistic cross-border retirement planning for Jamaicans living overseas (the diaspora)
- Support for employers and trustees in managing superannuation funds, educating near-retirees (5–10 years out), and optimizing employee benefit programs.
The firm focuses on practical, client-centered consulting to demystify retirement challenges, build long-term wealth, and promote peace of mind in Jamaica and the Caribbean context.
The Partners
Testimonials
"Excellent use of time; the pace was good and we did not feel rushed. Overall, it was an incredibly valuable session, and we feel much more confident about our approach and about engaging our staff regarding retirement planning. We appreciated that the presenter genuinely care about helping people secure their future, and that made the session feel very personal and trustworthy. Definitely contact their team"
Micheline Wade
Island Smiles Orthodontics