Amir B. Eyal

About Amir B. Eyal

Below is a brief summary about our firm, Mylestone Plans, and the professional services we provide to our clients:INDIVIDUALS & FAMILIESWe help our clients design comprehensive financial plans by setting specific goals in the pursuit of achieving financial independence on their terms. Such goals may include buying a home, saving for a child\'s education, managing investments efficiently, planning for retirement, or preparing to properly transfer wealth to heirs or charities of choice. An experienced CERTIFIED FINANCIAL PLANNER™ practitioner that intimately understands their clients\' entire financial condition can tremendously mitigate the immense stress that financial management can bring - especially during times of crisis.BUSINESSES & NONPROFIT ORGANIZATIONSMylestone Plans can help you analyze and improve your organization’s total rewards package. We specialize in:Cost effective and easy to administer 401(k) and 403(b) retirement plans;Group insurance program enhancements (health, life, disability etc);Designing many types of executive deferred compensation programs including non-governmental 457(b) & 457(f) plans.and much more.

Experience

1. Private Wealth Investment Advisor Financial Independence Planner Estate Planning Services

   Osaic

   Jun 2005 — Present

   Our firm views financial planning to be a fluid process. The end result is not a stand-alone document that decorates a library or an office, rather it is an ongoing process of wealth management that requires attention as circumstances and/or goals change.Our firm\'s proven financial planning process proceeds as follows:Step #1 - DEFINE THE CLIENT-PLANNER RELATIONSHIP. It is important to begin by clearly documenting the scope of our engagement. This includes understanding each other\'s responsibilities, defining your objectives, and making sure our services can meet your needs. Step #2 - ANALYZE AND EVALUATE YOUR FINANCIAL CONDITION. Next, we analyze your financial situation on a cross disciplinary basis. This type of analysis includes an examination of your assets, liabilities, cash flow, insurance coverage, investments, taxes, and estate planning documents. We then determine what you must do to meet your goals.Step #3 - DEVELOP AND PRESENT RECOMMENDATIONS. Our recommendations are custom tailored to your circumstances and goals. Together, we review them, listen to your concerns and adjust them as necessary. Step #4 - IMPLEMENT THE RECOMMENDATIONS. In this stage we discuss how the recommendations should be carried out, and agree on your role, our role and the roles of other professionals such as attorneys or accountants. Step #5 - REVIEW THE IMPLEMENTATION. Lastly, we develop a review process so everyone can keep track of your progress towards your goals. This process will allow you to make changes to your recommendations if circumstances in your life to industry regulations, I cannot display written testimonials or recommendations. Thank you to all those who have sent such kind words; they are appreciated)

Education

• University of Maryland

  B.S., Neurobiology/Physiology

  1996 — 2000

• University of Maryland Francis King Carey School of Law

  J.D., Law

  2000 — 2003

Skills

• Financial Planning
• Investments
• Trusts
• 401k
• Retirement
• Strategic Financial Planning
• Employee Benefits
• Investment Advisory
• Retirement Plans: 401(K) and 403(B)
• Succession Planning
• Financial Advisory
• Qualified Retirement Plans
• Public Speaking
• Estate Planning
• Tax
• 403 B
• Retirement Planning
• Wealth
• Financial Planners
• Retirement Income Planning
• Short and Long Term Disability Insurance
• Finance
• Insurance
• Mutual Funds
• Risk Management
• Strategic Planning
• Fixed Annuities
• Nonprofits
• Group and Individual Life Insurance
• Nonprofit Organizations
• Investment Strategies
• Long Term Care Insurance
• Wealth Management
• Disability Insurance
• Tax Reduction Strategies for Trusts