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As a customer of Milne financial planning, I am extremely satisfied with the level of service I have received. The team is highly knowledgeable and has provided me with valuable financial advice that has helped me improve my financial situation. I appreciate their personalized approach and attention to detail.
Milne Financial Planning: Your Trusted Partner for Independent and Fee-Only Financial Planning
Milne Financial Planning is a leading financial planning firm that has been providing independent and fee-only financial planning and asset management services to growing families and retirees since 1996. With a focus on personalized service, Milne Financial Planning has helped thousands of clients achieve their financial goals through comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and more.
At Milne Financial Planning, we understand that every client's situation is unique. That's why we take the time to get to know our clients personally so that we can tailor our services to meet their specific needs. Our team of experienced professionals includes Certified Financial Planners (CFPs), Chartered Retirement Planning Counselors (CRPCs), and other industry experts who are dedicated to helping our clients achieve their financial objectives.
Our Services
We offer a wide range of services designed to help our clients achieve their financial goals at every stage of life. Whether you're just starting out in your career or you're already retired, we have the expertise and experience necessary to help you make informed decisions about your finances.
Financial Planning: Our comprehensive financial planning process includes an in-depth analysis of your current financial situation as well as your long-term goals. We'll work with you to develop a customized plan that takes into account all aspects of your finances including investments, retirement savings, insurance coverage, taxes, estate planning needs.
Investment Management: We provide professional investment management services designed to help you grow your wealth while minimizing risk. Our investment strategies are based on sound principles such as diversification and asset allocation so that you can feel confident in the performance of your portfolio.
Retirement Planning: Whether you're just starting out or nearing retirement age, we can help ensure that you have enough money saved up for when it's time to retire. We'll work with you to develop a plan that takes into account your current savings, expected retirement expenses, and other factors that could impact your retirement income.
Estate Planning: We can help you develop an estate plan that ensures your assets are distributed according to your wishes after you pass away. Our team of experts will work with you to create a plan that minimizes taxes and maximizes the value of your estate for future generations.
Tax Planning: We provide comprehensive tax planning services designed to help you minimize your tax liability while maximizing deductions and credits. Our team of experts stays up-to-date on the latest tax laws so that we can provide our clients with the most effective strategies for reducing their tax burden.
Why Choose Milne Financial Planning?
At Milne Financial Planning, we pride ourselves on providing independent and fee-only financial planning services. This means that we don't receive commissions or kickbacks from any financial products or services we recommend. Instead, our only source of compensation is from our clients themselves, which ensures that our advice is always in their best interest.
We also offer virtual meetings for clients who are unable to meet with us in person due to distance or other constraints. This allows us to serve clients throughout Vermont and New Hampshire as well as those who live outside these areas.
In addition, we have a proven track record of success when it comes to helping our clients achieve their financial goals. Our team has decades of experience in the industry and has helped thousands of individuals and families achieve financial security through sound planning strategies.
Conclusion
If you're looking for a trusted partner in achieving your financial goals, look no further than Milne Financial Planning. With over two decades of experience providing independent and fee-only financial planning services, we have the expertise necessary to help you make informed decisions about your finances at every stage of life. Contact us today to schedule a consultation!
milnefeeonly.com
