From Pre-Retirement to Peaceful Golden Years: Innovative Solutions for Guaranteed Security
**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 **innovative, high-quality, and affordable** solutions that help clients achieve **financial security** and a fulfilling retirement. Key benefits include:
- **Guaranteed lifetime indexed income** — Protection against risks from old age, disability, or death through pre- and post-retirement planning.
- Tailored guidance for **individuals** on pensions, group health, group life insurance, estate planning, and benefit claims assistance.
- **Holistic cross-border retirement planning** for Jamaicans living overseas (the diaspora), ensuring seamless income and security across borders.
- 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