Jean N. Fullerton

Jean N. Fullerton

| CFP®

Milestone Financial Planning, LLC

(603) 589-8010

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Fee-Only Financial Planning, Investment Management, and Tax Services for Bedford, NH and Westford, MA region

Specialties

  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Tax Planning
  • Sustainable investing
  • Social Security planning

Website

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2 Commerce Drv
Bedford, NH 03110

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jean Fullerton is a Bedford, NH Fee-Only Financial Planner serving Bedford and all surrounding areas. Milestone Financial Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jean Fullerton is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jean Fullerton has been providing fee-only financial planning services for over 13 years. She has degrees from Tufts and Northeastern Universities in Mathematics, Geology and Computer Engineering, and she received her Financial Planning education from Boston University. She is a Certified Financial Planner Practitioner and a registered advisor with the National Association of Personal Financial Advisors (NAPFA). Jean is also a member of the Financial Planning Association and the National Association of Tax Professionals.

Because of her expertise, Jean has been invited to train other financial planners is creating comprehensive financial plans at NAPFA regional and national conferences. Jean has been quoted in a variety of publications, including Consumer Reports, Forbes, Kiplinger and the Wall Street Journal.

Jean has recently built an Energy Star home in New Hampshire. For those clients with an interest, she can offer them options for 'sustainable' investing.

 

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"Will your money outlive you, or will you outlive your money?"

At Milestone Financial Planning (MFP), we help you answer this question by providing fee-only investment management and financial planning services. Our mission is to help you achieve your goals.

At MFP, you will work directly with Jennifer L. Davidson, CPA MSFP CFP or Jean Fullerton CFP and also be supported by their team of associates. Jennifer is a Certified Financial Planner and a Certified Public Accountant and has been working with individuals and small businesses her entire career. Jean is also a Certified Financial Planner and has been working with individuals for over 13 years. MFP has a fiduciary responsibility to its 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 offer. We also coordinate your plan with other professionals outside our firm at your direction - estate planning attorneys, insurance agents, real estate brokers, etc., to assist you with implementing our financial planning recommendations.

Our value to you, in excess of our cost to you, is 1) estate/financial planning and the creation/maintenance of a goal-focused (not market-driven) portfolio 2) long-term historical perspective (markets rise 3/4 of the time; expect short-term falls of an average of 30% every 5 years) and 3) behavioral counseling. Consider us your big mistake insurance.

All wealth is created from hard work, thrift and initiative. This is why most inherited wealth is gone within one generation. If you want your created or inherited net worth to last, you need to implement, monitor and update a financial plan. In today's complicated environment of investments, taxes, laws and regulations, this can be incredibly difficult without professional assistance.

We offer ongoing services to clients who are looking for an in-depth relationship with an advisor who will have an understanding of their unique circumstances at all times; who will handle the complexity of cash flow planning and investment management integrated with tax and estate issues throughout the years and who will proactively contact them when financial regulations change or opportunities become available.

As a result, our service is not suitable for short term or hourly engagements that cannot take advantage of our style of client service.

We will accept a client in any state in the USA. Currently, we are licensed in MA, NH, ME & TX, but will comply with all licensing and registration requirement of all states, as necessary.

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