Jean Fullerton

CFP®

Milestone Financial Planning, LLC

Financial Advisor

Jean Fullerton

CFP®

Milestone Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jean Fullerton, CFP®

(603) 589-8010

Fee-Only Financial Planning and Investment Management for the New England region.

Jean Fullerton is a Bedford, NH fee-only financial planner. Milestone Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jean Fullerton is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jean Fullerton has been providing fee-only financial planning services since 2002.  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 in 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.

 

Jean Fullerton is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

"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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Social Security planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jean Fullerton

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Office Locations:

  • 2 Commerce Drv
    Bedford, NH 03110

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