Milestone Financial Planning, LLC

Milestone Financial Planning, LLC is a fee-only financial planning firm serving clients in New England and nationwide. They are dedicated to providing transparent and personalized financial advice, tailored to each client's unique needs and circumstances. Their team of Certified Financial Planners® (CFP®) professionals and Certified Public Accountants (CPAs) offer a comprehensive range of services, including retirement planning, investment management, tax planning, estate planning, insurance consulting, charitable giving, and college planning. They strive to help clients achieve their financial goals by reducing lifetime taxes, developing lifetime income plans, and streamlining investments.

Milestone Financial Planning, LLC is committed to being a force for good in the community and is the first investment advisor in New Hampshire to earn the B Corporation certification. They actively support the LGBTQ+ community, with advisors who understand the unique financial planning considerations faced by LGBTQ+ individuals and families. They are also involved in various community initiatives, such as volunteering at Families in Transition and co-chairing the Financial Planning Association of Massachusetts’ Pro Bono Military Program. Their commitment to social and environmental responsibility reflects their core values and commitment to serving their clients and the community with integrity and compassion.

Milestone Financial Planning offers a hybrid work model, allowing employees to work both in the office and remotely. The company also emphasizes a commitment to providing a better work environment for employees and has incorporated this into their overall approach to business.

Milestone Financial Planning, LLC, offers a comprehensive benefits package to employees, which includes a collaborative and integrated work environment, a commitment to career pathing and professional development, and a positive and supportive company culture. The company offers a transparent fee-only model and prioritizes employee wellbeing, evidenced by its LGBTQ+ friendly environment and commitment to community involvement.

Milestone Financial Planning, LLC is a fee-only financial planning firm that provides personalized and comprehensive financial advice to individuals and families nationwide, with a particular focus on serving the LGBTQ+ community. Their mission is to help clients achieve their financial goals, reduce their lifetime taxes, and develop a lifetime income plan through a collaborative and integrated approach that incorporates tax planning, investment management, retirement planning, estate planning, insurance consulting, charitable giving, and college planning.

Milestone Financial Planning promotes a culture of transparency, collaboration, and community involvement. The company values its employees' well-being and seeks to provide a positive and supportive work environment. Their commitment to serving the LGBTQ+ community and their focus on financial education reflects their values and dedication to building a stronger and more inclusive financial future for their clients and employees.

Milestone Financial Planning, LLC embraces diversity, equity, and inclusion as core values. They actively promote a welcoming environment for all individuals, regardless of sexual orientation, gender identity, or background, with a specific focus on serving the LGBTQ+ community. Their advisors are experienced in handling unique financial scenarios faced by LGBTQ+ individuals and families, recognizing the need for tailored strategies and support. Milestone also actively participates in community initiatives that support social justice and equity.