Services
Retirement Planning
Retirement income strategies and small-business plans, coordinated across investment, tax, and estate planning.
A service of Betro | Mileszko & Company, with the affiliated tax and estate practices
Retirement planning draws on all three disciplines. Retirement income and portfolio strategy are provided by Betro | Mileszko & Company; tax-efficient withdrawal and plan design by Betro & Company, P.C.; beneficiary and trust structure by the Law Offices of Felix S. Betro. Engaging one firm does not automatically engage the others.
See how our philosophy shapes coordinationWhat This Includes
Retirement income strategies
Structuring withdrawals and income sources with tax efficiency and long-term sustainability in mind.
Small-business retirement plans
Designing and coordinating retirement plans for business owners, integrated with their broader wealth strategy.
Coordinated across disciplines
Income, tax, and estate considerations are planned together rather than treated as separate exercises.
In Coordination
Income sequencing, tax timing, and estate intentions are planned together — so your retirement strategy works as one.
What You Can Expect
How the relationship works in practice.
Income designed to last
We structure withdrawals and income sources with tax efficiency and long-term sustainability in mind, drawing on the firm’s disciplined investment process.
Plans for business owners
For owners, we design and coordinate small-business retirement plans that fit within the broader wealth and tax strategy.
Three disciplines, one plan
Income, tax, and estate considerations are planned together — through our affiliated tax and estate practices — rather than handled as separate exercises.
Coordinated With
Partner-led guidance
Begin a conversation with our partners.
A coordinated relationship begins with a conversation — not a pitch. We welcome the opportunity to understand what matters to you and your family.
30 Mechanic Street, Suite 3 · Foxboro, MA 02035
(508) 698-4949