Compliance Disclosure
The material, written or otherwise, on this website is to provide the reader with information only. The purpose of the website is to help the reader learn how Milne Financial Planning, Inc., provides services. It is not our intent to provide planning or investment advice through the Internet. The information and the opinions expressed are solely of Jamie Milne, owner of Milne Financial Planning, Inc. The material is presented as is; it is not necessarily accurate, complete or reliable.
Milne Financial Planning, Inc., is a Fee-Only financial planning and investment advisory firm. MFP is registered to do business in the following states:
- Vermont
- New Hampshire
- Texas
The purpose of this web site is to provide information to prospective clients in the states listed above. It is not intended to be used to solicit business, or sell services to residents of any other states.
ADV Forms
Please click here to download the ADV Part II form in Adobe Acrobat format.