"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.
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 office?
Call us: (978) 649-8875
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.