Updated October 8, 2026

Privacy & disclosures

Retirement Approaching is Rich LoPresti’s retirement-education brand. It is not a separate investment adviser. Advisory services are offered through Milestone Asset Management Group, LLC.

Information and its use

We collect information you provide when requesting resources or a meeting, such as your name, email address, state of residence and planning questions. The website’s account-balance selector stays in your browser; Calendly separately collects your eligibility confirmation and meeting details. We use information to deliver requested resources, respond to inquiries, arrange meetings and, when you opt in, send educational emails. We also process technical information needed to operate and protect the website and records of your consent and email preferences.

Your Retirement Snapshot

The snapshot tool processes manual entries and CSV contents in your browser tab. These financial inputs are not transmitted to us, stored by the tool or automatically shared with Milestone. Closing or refreshing the page clears them. Printing or saving a PDF creates a copy under your control. Hosting still involves ordinary technical requests, such as loading the page. Following an external link does not attach your snapshot.

Service providers and sharing

The site uses Cloudflare for hosting and bot protection, MailerLite for email delivery, Microsoft 365 for mailbox services, Calendly and Zoom for scheduling and online meetings, and ShareFile for secure documents. Information is shared with providers as needed to perform these functions and with Milestone personnel handling your inquiry. This launch does not sell inquiries to outside advisors or operate a paid-referral marketplace.

Service providers may process technical information, cookies and email delivery, opening or link-use data according to their services. We do not use advertising pixels on this site.

Website analytics

We use Cloudflare Web Analytics to understand page views, visits, referral sources and website performance. This analytics service does not use cookies or browser storage to track visitors and does not log URL query strings. We do not send your snapshot entries, account balances, CSV contents or planning questions to this analytics service.

Your choices

Requesting the checklist does not require opting into educational emails. You may also download it without a form. Unsubscribe from educational emails through their unsubscribe link or contact hello@retirementapproaching.com. Meeting-related messages and responses to your requests are handled separately. Information is retained as needed for its stated purposes and applicable recordkeeping obligations; requests about your information may be directed to the same address.

Please use the secure upload instructions provided for meetings rather than emailing sensitive documents or entering them in website forms. Contact: Rich LoPresti, 55 Cherry St., Milford, CT 06460.

Educational scope

Examples are educational, not recommendations or promises of tax savings or investment performance. A complimentary discovery meeting is not a completed financial plan or prescribed conversion amount. There is no obligation to become a client. Any later advisory engagement, scope and fees would be addressed separately.

Read Milestone’s Form ADV. Consult qualified tax, legal and financial professionals using current information before implementing a strategy.