Retirement and Employee Benefits Consulting
Helping you plan for a secure and fulfilling retirement with innovative, quality, and affordable solutions
Our Services
Comprehensive retirement planning solutions tailored to your needs
For Individuals
Focused on pre-retirement planning and post-retirement support to provide a guaranteed lifetime INDEXED income in the event of old age, disability or death.
individualsFor Jamaicans Overseas (Diaspora)
Holistic retirement financial planning services for Jamaicans living abroad, including cross-border retirement planning for a lifetime indexed income in the event of Old Age, Disability and Death
diasporaFor Trustees
Aimed at corporate entities with Approved Superannuation Funds for the Trustees….
trusteesAbout Milestones and Lifestyle Planning Services
A registered partnership since June 2008, the team at Milestones and Lifestyle Planning Services brings passion and enthusiasm to what is often viewed as complex retirement planning.
We work to provide innovative, quality, and affordable Retirement Consulting solutions to individuals, trustees, and employers in the areas of group health, group life, and pensions.
Latest Resources
Practical advice and insights on retirement planning
What Our Clients Say
Trusted by individuals and organizations across Jamaica
"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
Office Manager
Ready to Plan Your Retirement?
Let us help you navigate the complexities of retirement planning and secure your financial future.