Frustrated by low-interest rates on safe investments, like T-Bills, Bond Funds, Annuities and Money Market Funds? Scared by the risky, speculative nature of today’s equity markets? So where can you find high yields, low risk and consistent results today? Milestone Financial, LLC may be your answer. Since 2007, Milestone has delivered returns of more than 7.50% annually to its investors.

So how do we do it? We lend, you profit. Milestone Financial LLC helps borrowers who have significant equity in their California real estate, but may find it hard to qualify for traditional loans from banks. Ever since the financial crisis, borrowers must meet a very high bar to qualify for a loan at a traditional bank, including a high credit score and documentable income history. This income verification requirement applies even if they have a low loan-to-value (LTV) and significant equity. Milestone Financial LLC focuses on property values, not a borrower’s credit.

So how can you get access to these high yields, low risk returns? It’s simple. By investing a minimum of $100,000, Milestone Financial, LLC gives you a share of the points, interest and fees generated by its loan portfolio and originations on a quarterly basis. More than 100 happy investors are already profiting consistently from their investments in Milestone. If you are an accredited investor, call or click here to request a written prospectus and check it out for yourself. We can also assist in determining your accreditation by evaluating minimum income and or asset value requirements required under Federal law.



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  • Available to Individuals, Trusts, Retirement Plans and Other Entities
  • Minimum Investment: $100,000
  • Term: 5 years
  • Fund Structure: Private Placement Security under Rule 506 of Federal Regulation D as provided in Section 4(a)(2) of Federal Securities Act. Private Equity Fund under 506C of Federal Regulation D, S.E.C. Permit #0001639977
  • Accredited Investors Only – Investors must meet minimum financial suitability standards as described in Section 230.501 of Federal Regulation D of the Securities Exchange Act

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“I want to thank you for your diligent and judicious work in providing above average returns while protecting my investment...To say the least, things have been chaotic in the capital markets during the past few years and it has been exceptionally difficult to achieve a decent return (without taking exceptional risk)...Milestone Financial LLC has exceeded all my expectations and I continue to be as happy as I can be!!”

– William B, Investor since 2009

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Interested in finding out more? Call or click here to request a written prospectus which explains the risks and rewards associated with this investment as well as the terms and conditions of this investment.

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