Milestone Financial Planning, LLC

Milestone Financial Planning, LLC, established in New Hampshire, offers financial planning and investment management services to individuals, high net worth individuals, trusts, non-profit organizations, and small businesses. As a fee-only firm, Milestone operates as a fiduciary, prioritizing clients' interests and refraining from commissions or referral fees. The firm provides comprehensive financial planning services, including investment management tailored to each client's goals and risk tolerance. Investment strategies focus on disciplined asset allocation using low-cost mutual funds, ETFs, and separately managed accounts. Milestone emphasizes diversified portfolios and avoids market timing and speculative investments. Clients have the option to enroll in a Fully Paid Securities Lending Program for additional income opportunities. The firm manages over $486 million in discretionary assets and charges asset-based fees ranging from 0.30% to 1.00% based on the level of assets under management. Milestone does not charge performance-based fees and does not engage in soft dollar programs. Clients are encouraged to review account statements and engage in regular communication with the firm. Milestone does not vote on proxies for clients and does not have custody of client funds beyond fee deductions.