Asset Allocation & Asset Location
Looking to Diversify Your Investments? Consult with our Investment Experts.
Part of a successful investment management program is ensuring you are appropriately diversified into the major asset classes, and that those assets are held by the appropriate vehicle (IRA, Roth IRA, taxable/trust accounts) for tax efficiency reasons.
At Milestone Financial Planning, located in Bedford, New Hampshire, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team of wealth management professionals. Our team has a fiduciary responsibility to our 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 may offer. We also coordinate your plan with other professionals outside our firm at your direction – estate planning attorneys, insurance agents, CPAs, etc., to assist you with implementing our financial planning recommendations.