At Milestone, we help you reduce taxes, invest wisely, retire confidently, and gain peace of mind—with guidance tailored to your goals.

Milestone Financial Planning is a fee-only financial planning and investment management firm. Our advisors, all CFP® professionals, are physically located in Bedford, NH, Stratham, NH, Nashua, NH, …

Experience personalized, ongoing financial planning at Milestone—starting with your goals, supported by data, and adapting as life evolves.

Milestone Financial Planning, LLC, is a rapidly growing, fee-only, tech-savvy financial planning firm located in New Hampshire. Our clients, located throughout the United States, rely on us to provide …

Jennifer Climo, CPA, CFP®, MSFP Owner • CEO & Senior Advisor Jennifer established Milestone Financial Planning* in 2003 to put her deep tax management and financial planning expertise to work …

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At Milestone Financial Planning, we’re proud to serve clients throughout New Hampshire and beyond. With offices conveniently located across the state, our team of CFP ® professionals are here to …

Personalized financial planning in Exeter, NH. Work with CFP® professionals to simplify finances, reduce taxes, and plan for your financial future.

Personalized financial planning in Manchester, NH. Work with CFP® professionals to simplify finances, reduce taxes, and plan for your financial future.

At Milestone, we incorporate tax planning in all aspects of our financial planning, and this includes investment management. There are many different retirement savings accounts people can invest in …