Possible Tax Law Changes
There are many drastic changes to current tax law being proposed, but there are a few changes in the...
We provide fee-only financial advice and investment management services to clients throughout New England, primarily in NH & MA.
You will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team.
We incorporate expert tax advice into our financial planning, as taxes are an integral part of any financial planning decision.
"Will your money outlive you, or will you outlive your money?"
At Milestone Financial Planning, you will work directly with one of our CERTIFIED FINANCIAL PLANNER™ practitioners and be supported by our entire team. 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.
The value that we provide to our clients includes:
1) Creation and maintenance of a goal-focused investment portfolio.
2) Integrated financial planning covering all aspects of your financial life.
3) Unlimited access, as needed, for any personal financial questions or concerns.
Our Financial Management service includes:
We offer ongoing services to clients who are looking for an in-depth relationship with a financial advisor who will have an understanding of their unique circumstances and create a custom solution for their personal financial needs. This solution is not suitable for short term or hourly engagements that cannot take advantage of our style of client service.