Milestone Financial Planning

CLM is a regional CPA firm with over 60 years of experience, serving the Greater Seacoast Area of Maine and New Hampshire. They are trusted business consultants and advisors, offering a wide range of expertise and strategic alliance network to provide exceptional personal service to individuals, closely held businesses, and other organizations. With a team of dedicated professionals, CLM identifies opportunities, provides solutions, and delivers outstanding results. Their client services include tax planning and preparation, financial consulting, and assistance with IRS-related matters. CLM is committed to helping their clients navigate the complexities of the financial world and achieve their goals.Generated from the website

Compass Retirement Consulting Group, located in Stratham, NH, specializes in providing tailored retirement solutions, including cash balance plans and 401(k) administration, aimed at minimizing risk for employees while offering economic options for employers. The firm emphasizes transparency, innovative ideas, and exceptional service, ensuring clients receive comprehensive support for their retirement planning needs. With a commitment to fiduciary responsibility and ERISA compliance, Compass also offers group solutions that enable small businesses to collaborate on cost-effective retirement plans. Their dedicated team works closely with clients to design customized plans that align with specific business requirements, making the retirement planning process more manageable and effective. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Stratham, NH area, Kate Allen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.