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"Will your money outlive you, or will you outlive your money?"

At Milestone Financial Planning, Inc. (MFP), we help you answer this question by providing fee-only investment management and financial planning services. Our mission is to help you achieve your goals.

At MFP, you will work directly with Jennifer L. Davidson, CPA MSFP CFP®. Jennifer is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a CERTIFIED PUBLIC ACCOUNTANT and has been working with individuals and small businesses her entire career.

MFP has a fiduciary responsibility to its clients. We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision. This is an important distinction between our service offering and what other advisors offer. We also coordinate your plan with other professionals outside our firm at your direction - estate planning attorneys, insurance agents, real estate brokers, etc., to assist you with implementing our financial planning recommendations.

Our value to you, in excess of our cost to you, is 1) estate/financial planning and the creation/maintenance of a goal-focused (not market-driven) portfolio 2) long-term historical perspective (markets rise 3/4 of the time; expect short-term falls of an average of 30% every 5 years) and 3) behavioral counseling. Consider us your big mistake insurance.

All wealth is created from hard work, thrift and initiative. This is why most inherited wealth is gone within one generation. If you want your created or inherited net worth to last, you need to implement, monitor and update a financial plan. In today's complicated environment of investments, taxes, laws and regulations, this can be incredibly difficut without professional assistance. Please contact us to help you: This email address is being protected from spambots. You need JavaScript enabled to view it. .

We will accept a client in any state in the USA. Currently, we are licensed in MA, NH, ME & TX, but will comply with all licensing and registration requirement of all states, as necessary.

Please visit Jennifer's Blog

Planning on coming to our main office? Maine residents - we have recently opened a satellite office in Wells, at 219 Emerson Drive. Please call or email to schedule an appointment with Jennifer.

Email Jennifer: This email address is being protected from spambots. You need JavaScript enabled to view it.

Call us: (978) 649-8875

Why do I need a financial plan?

Did you know?

A person's savings habits will have much more effect on their terminal wealth over 30 years than their rate of return.

Performance is not a financial goal!

All successful investing is goal-focused; unsuccessful investing is markets-focused.

 


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Your Needs

Investment Management

Milestone Financial Planning, Inc. (MFP) provides fee-only.
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Detailed Financial Plans

Milestone Financial Planning, Inc. (MFP) provides fee-only.
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Wealth Management

Milestone Financial Planning, Inc. (MFP) provides fee-only.
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Contact Info

733 Main Street
Dunstable, MA 01827
Phone: (978) 649-8875
Fax: (978) 649-8876
This email address is being protected from spambots. You need JavaScript enabled to view it.

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