Funds Used With Clients
Firm Client types
|Milestone Financial Planning, LLC (Formerly Wjm Financial, LLC)||10 years, 2 months||Jan 2009 - Present|
|Lodestone Financial Planning||6 years, 7 months||Mar 2004 - Oct 2010|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
National Association of Tax ProfessionalsMembershipThe National Association of Tax Professionals (NATP) is a nonprofit professional association founded in 1979 to serve professionals working in all areas of tax practice through professional education, tax research, and products. NATP is the largest organization dedicated 100% to tax professionals and their success.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Jean Fullerton
AnswersAsk a financial questionAsk a question
|What do I need to do to converge my late husband’s IRA into mine?
If you were listed at the sole primary beneficiary on your husband's IRA account you should be able to contact your adviser and/or account custodian and have them send you the forms to rollover his account into yours. If you are over 70.5 note that you will need to take out a larger distribution fr...  (more)
Answered Jul 2018
|My brother died, I'm sole beneficiary for a retirement account like 401k. Can I share funds to my siblings w/o penalty?
You will owe tax, at your income tax rate, when you withdraw money from the account. Contact the company where your bother worked, or the custodian that holds the 401k to see what your options and requirements are for the account....  (more)
Answered Jul 2018
Licenses & Conducts
Milestone Financial Planning, LLC
$157.1MTotal Assets Under Management
N/ATotal Assets Under Advisement
$283.0KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees