Milestone

Trusted guidance that lasts a lifetime.

Milestone is a leading national settlement planning and management firm. Our team of experts work closely with plaintiffs and attorneys, providing trusted guidance and creative solutions at all stages of litigation.

A catastrophic accident can up-end a family in more ways than one. Our consultants are here to work closely and compassionately alongside trial attorneys and their clients, in order to help them establish a secure financial future for life after their lawsuit settles. We offer a range of settlement strategies and solutions, and our specialties include Special Needs Trusts, Medicare Set Asides, Structures, Qualified Settlement Funds, Government Benefits Preservation, and Attorney Fee Deferrals. Milestone knows every case is unique, and we partner with lawyers and plaintiffs to customize a financial plan suited to each individual’s future goals.

We’re deeply committed to finding and providing the best financial solutions for individuals at all steps of their journey through litigation. Please reach out for a free consultation.