This blog is for informational and educational purposes only. Nothing on this site is to be considered investment advice, tax advice or financial advice. Do not make any financial planning or investment decisions without first talking to a professional financial advisor. By “professional” I refer to a fee-only financial planner who has a fiduciary responsibility to you, their client. “Fee-based” financial planners are not the same thing. Neither are brokers. Brokers have a responsibility to their company, not to you.
For legal advice on estate planning, seek an estate planning attorney that specializes in that area. For tax advice, seek a out a CPA that specializes in tax. The views expressed in this blog are subject to change. Note that anything in this blog that seems like a forward looking statement is not a guarantee of future performance, and actual results or developments may differ materially from those projected.
I am a very optimistic person, but any projections, market outlooks or estimates are based on certain assumptions and should not be construed as indicative of actual events that will occur.
Regarding investment performance: past performance does not predict future results.
I (Jennifer Climo) am one of the owners of a fee-only registered investment advisor (RIA), Milestone Financial Planning, LLC. https://milestonefinancialplanning.com. Milestone Financial Planning, LLC (Milestone) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website.