Address: 1300 Piccard Dr. Suite 206
Rockville, MD 20854
Email: Amir B. Eyal, JD, CFP
Number of NonProfit Clients: 100
Minority Owned: N/A
Woman Owned: N/A
Special Discount for Center Members: Yes
Description of Member Discount:
Mylestone Plans is a national leader in helping members of the nonprofit community achieve their financial goals. Our firm provides a comprehensive range of institutional services to hundreds of nonprofit organizations, as well as private financial and investment planning to their leadership and employees.
Across our clientele, our stellar service, unflagging attention to detail and deep commitment to your success help to set us apart.
1. Complimentary fiduciary and cost review of your organization’s existing 401(k) or 403(b) retirement plan
2. 25% reduction in Mylestone’s retirement plan consultation pricing
3. Comprehensive retirement income planning to executive staff included in all retirement plan arrangements ($2,500 a year value)
4. Waiver of Mylestone’s consultation fees on establishment of a 457(b) and/or 457(f) Executive Deferred Compensation Plans
5. 25% reduction in investment management fee on endowment and foundation portfolios.