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Milestone Financial Planning, Inc. (MFP) provides fee-only investment management and financial planning services. Our mission is to provide exceptional planning and consulting services encompassing all the major milestones of life (birth, education, work, retirement, and death) while considering the tax implications.

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. In addition, MFP has a fiduciary responsibility to its clients.  As a CPA, we are able to incorporate expert tax advice into all our client relationships. Virtually all investment and financial planning decisions have a tax impact, and we feel that is a distinction between what we offer and what other advisors offer. Jennifer has been working with individuals and small businesses her entire career.

Are you perfectly happy with the financial advice you have been getting over the last few years? Schedule a no cost, no obligation appointment with us for a second opinion.

We will accept a client in any state in the USA. Currently, we are licensed in MA, NH & 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 office? Download directions.

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?

A financial plan helps clients in these ways:

  1. Helps clients keep track of and make more efficient their financial affairs
  2. Helps clients create an organized, diversified portfolio directed toward their goals and then prevents them from making dysfunctional and emotional decisions about their investments
  3. Helps clients get in the habit of saving & investing routinely
  4. Helps clients identify what is important in their lives and prioritize their goals
  5. Helps clients avoid detrimental events that could be prevented by simple paperwork (such as properly titling accounts, reviewing estate planning documents and beneficiary designations, among other things)
  6. Helps clients maximize their after-tax return

The financial plan returns many times the fees you pay in benefits.

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.

 


Jennifer's Blog

Stock Values & Earnings as Compared to Increases in the Cost of Living 10/1/2013
Yes, I really wish I could have come up with a better title for this article...but I found this info...
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Retirement Withdrawal Rates
June 4, 2012 - Wow, it has been a while since I posted here. If you have not already, "like" our Fa...
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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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