Fiduciary

Milestone Financial Planning, LLC

Stratham, New Hampshire

Call (603) 589-8010 Visit website →

About

Milestone Financial Planning, LLC is a fiduciary firm based in Stratham, New Hampshire that serves mid-career professionals through financial planning, investment management, and estate planning services. The firm specializes in tax-efficient strategies for stock awards, restricted stock units, and 401(k) decisions, and incorporates tax analysis into retirement projections. The firm's principals hold CFP credentials and gather comprehensive financial and tax information to develop written plans presented in accessible terms. The firm offers personalized service and secure document sharing with clients.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: 8AM-4PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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