Milestone Financial Planning, Inc. provides fee-only financial planning and investment management services. We do not accept commissions or referral fees from third parties.
Our goal is to help you achieve your goals. We believe in one professional coordinating all aspects of your financial picture and utilizing specialists as appropriate. At Milestone Financial Planning, Inc., you will always work directly with Jennifer L. Davidson, CPA, MSFP, CFP® Jennifer is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a CERTIFIED PUBLIC
Our expertise includes incorporating taxes into all the elements of financial planning, including the best way to shift assets as you approach and enter retirement to potentially save you thousands of dollars in lifetime income taxes.
Do you know what you need to do between now and retirement in order
to comfortably retire and to remain comfortably retired? Every year
everything you buy will cost more. Will your retirement income
appreciate accordingly? Schedule an appointment for a no-obligation
discussion to see if you are on the right track.
Our investment philosophy is that market timing is impossible and dangerous; diversification is required among major asset classes and subclasses; and re-balancing among asset classes is desired when cost effective if transaction costs can be minimized. We also believe that the client's risk tolerance dictates the portfolio suggested. Each asset allocation is tailored to the client's unique needs and circumstances.
Since we do not accept commissions of any kind from third parties, we are able to suggest mutual funds which are no-load and low-cost (low annual expense ratio).