Milestone Consulting, Llc

Description

• Milestone Consulting, LLC is a comprehensive settlement planning and management firm that brings a decade of experience to developing income strategies that proactively plan for a plaintiff's post-recovery future. Milestone is committed to serving the needs of trial lawyers and their clients. We are licensed in all 50 states to advise and consult on every major issue involved in settlements. Our process is a simple and direct patheducate and guide clients in overcoming the cumbersome obstacles often associated with the final settlement stages.Medicaid and Medicare preservation and consulting are among our core competencies, as are trusts, estate planning, asset protection, income strategies and wealth preservation. We employ an unbiased approach to developing plans that leverage our industry knowledge and deliver cost-effective, intelligent solutions designed to serve clients long-term. We also broker fixed annuities, trusts, structured annuities and money management directly, and have done so for over $1 billion in recoveries. We recognize that each case and family has a unique set of circumstances and challenges. Our role is to understand these challenges and make educated recommendations that will empower families to make sound financial decisions. Concern for your client does not end simply because a case is about to settle. We look forward to further discussion with you on how we can work together to move your clients lives forward.
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  Headquarters:737 Main Street Suite 100, Buffalo, New York, United States

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  Phone Number: +1 716-883-1833

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  Website: https://www.milestoneseventh.com

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  Employees:10

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  Revenue:$1 - 10M

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  Legal Name:Milestone Consulting, Llc

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• |  NAICS Code: 541611  |

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