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About Us

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Louis J. Simone, MBA

Louis J. Simone, MBA

Managing Partner, Retirement Planning Specialist, Financial Professional

(732) 770-7597

Meg McMahon

Meg McMahon

Administration, Client Services & Operations

(401) 714-8918

Rafael Diaz

Rafael Diaz

Senior Financial Advisor & Retirement Planning Specialist

(732) 452.6940

(908) 208.2505

A DEDICATED TEAM
Guiding You Through
Life’s Key Milestones

Our firm was built on the same foundation that shaped us as athletes, coaches, and lifelong teammates —
discipline, accountability, and the drive to keep moving forward. What began on the college football fields of has
evolved into a lifelong partnership dedicated to helping others reach their financial milestones.

PEOPLE FIRST. ALWAYS.

For more than three decades, our team has grown together—united by friendship, integrity, and purpose. Guided by collaboration, education, accountability, and service, we put people first in every relationship.

PASSION MEETS DISCIPLINE

Through a team-based approach, we guide individuals, families, and business leaders in navigating life’s most meaningful financial decisions with confidence— delivering a true 360° financial perspective. Together, we go further.

CONTINUOUS LEARNING

We bring a mindset of preparation, strategy, and continuous growth to every client relationship, staying ahead of industry trends to serve you with clarity and confidence. Empower through knowledge — simplify, don’t intimidate.


A Trusted Relationship

Milestone Financial Group is proud to be in alliance with Equitable Advisors, LLC — a broker dealer that brings deep market insight, comprehensive wealth management, and a holistic approach to building financial strategies—so your full financial picture is guided with clarity, care, and confidence.


KNOWLEDE

Industry education, advanced technology, and institutional insight.

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ADVICE

Personalized guidance backed by local and national professionals.

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FLEXIBILITY

Broad access to leading firms and solutions—built for true personalization.

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Our Promise to Clients:

  • We listen first — learning who you are and what matters most.
  • We build on what you’ve already accomplished.
  • We make financial planning clear and approachable.
  • You’ll always know why we suggest a strategy.
  • Regular reviews keep you on course.
  • Life changes — and we’ll adjust your plan with it.

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Together, we’ll face the future with courage and wisdom.

OUR APPROACH
5 STEP PLANNING PROCESS

We start with your goals, build your strategy, then implement only the solutions that fit — reviewing together as life
evolves. Every great financial plan starts with understanding — not assumptions.

1
DISCOVER
Get to know you

We explore your goals, values, and concerns — identifying

what matters most in your financial life.

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2
EVALUATE
Clarify your “why”

We assess your current financial picture and define success

in personal, measurable terms.

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3
STRATEGIZE
Build your roadmap

We present recommendations and identify short- and long-
term milestones for progress.

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4
IMPLEMENT
Put your plan into motion

We explore your goals, values, and concerns — identifying

what matters most in your financial life.

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5
MAINTAIN
Evolve with your life

We assess your current financial picture and define success

in personal, measurable terms.

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Women & Retirement

Retirement strategy is an important part of holistic financial wellness, yet it can present a unique set of challenges and considerations for women. While the fundamentals of saving, investing, and retirement strategy are universal, women may face distinct factors that can impact their retirement roadmap.