"Will your money outlive you, or will you outlive your money?"
At Milestone Financial Planning (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 or Jean Fullerton CFP and also be supported by their team of associates. Jennifer is a Certified Financial Planner and a Certified Public Accountant and has been working with individuals and small businesses her entire career. Jean is also a Certified Financial Planner and has been working with individuals for over 13 years. 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.
We have clients in many different states, and can accept a client in any state in the USA.
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Planning on coming to our main office? If you live or work in Massachusetts we can meet with you in a convenient location in Westford, Groton, Chelmsford, Lexington, Burlington or Nashua NH.
Call us: (978) 649-8875 or (603) 589-8010
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.
All successful investing is goal-focused; unsuccessful investing is markets-focused.