Milestone Consulting, LLC is a settlement planning and management company, licensed in all 50 states. Our approach to settlement planning is comprehensive, but our focus is simple: securing your future. We have guided thousands of trial lawyers and their clients through the settlement process, taking the time to understand the complexities of each case, to assess the best outcomes, and to find the paths that allow plaintiffs and attorneys to manage their future financial needs.

Our Mission

Our mission is to provide trusted financial guidance and strategies around settlement, to ensure financial security for a lifetime. We work with trial lawyers and their clients, to serve as a partner for the present and an advocate for the future.

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Our Values


While dealing with tragedy, people need to be met with compassion. Our clients are people, not cases, so before we start to explore the facts in each case, we spend time getting to know each person, their family, and their lifestyle. Showing compassion grows trust, and our clients’ trust is what allows us to understand their fears, hopes and unique situations to help bring them peace of mind.


After an accident, there is a great need to feel stable again. Milestone restores a sense of stability to families by providing a reliable, responsive and trusted team to guide them through the post-tragedy process. We also aim to be a resource to you for life, not just for now.


Our chief responsibility is to ensure that attorneys and plaintiffs understand the language surrounding settlement planning conversations. We explain, in detail, what settlement options are available so that you and your family can make well-educated decisions regarding your financial future.


We understand that no two individuals’ situations or needs are the same, so we investigate every available financial option to customize the best solution. Each circumstance, personality, goal, and dream informs how we resolve the challenges that may arise post-litigation.


We bring more than a decade of experience to developing income strategies that proactively plan for our clients’ futures. With professional relationships nationwide, and a wealth of knowledge and expertise within our firm, our experience in managing diverse personal trauma and finding practical financial solutions continues to grow.

The Seventh Amendment and You

The Seventh Amendment is the pillar of our justice system. Our forefathers inhibited the courts from overturning a jury’s findings, enforcing the right of the common man and leveling the playing field against the largest of corporations. This belief system is deeply ingrained in the fabric of our firm, and we’re committed to preserving this right for everyone we represent.

Our Team

Milestone Consulting, LLC brings together some of the brightest minds in the legal and financial fields to give you a strong, well-rounded foundation for success. Our settlement planning team evaluates and handles every situation on an individual basis, then aligns you with the most appropriate, customized skill set to best meet your needs.

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Our Process

Settlement planning and wealth management require careful considerations well before the conclusion of a lawsuit. At Milestone, our strength lies in our ability to help plaintiffs and their attorneys navigate this process from start to finish.

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We understand the process and the expertise needed to secure the monetary recovery sought in a settlement. We know the goal of recovery is to help a plaintiff return to normal life as best as possible. Milestone’s methodology ensures that clients receive the most out of their settlement. The optimal time to engage Milestone Consulting is before settlement is finalized. We work in union with both plaintiff and attorney to devise the best financial recovery for the injured party. Before a case settles, there are many critical decisions that must be made. We provide plaintiffs and attorneys with the necessary information needed to take the next step toward recovery.


The next milestone is getting the injured party’s life back on track with a restored sense of security. Once the settlement is finalized, goals, obligations, and dreams are factored as the essentials of a balanced outcome. We accomplish this by building relationships as we build trust. We take the time to find out who our clients are, what they need, where they are now, where they will be, and where they would like to go. All financial solutions we offer are identified to plaintiffs based on their specific needs.


Education provides clarity. We take the time to explore every option and explain why one financial strategy may be more suitable than another. Our chief responsibility is to teach plaintiffs and attorneys what is necessary to understand the conversation of settlement planning. Milestone’s team outlines the settlement options available so that a plaintiff and/or a family can feel confident making educated decisions.


Once all relevant settlement planning strategies are discussed, planning for a client’s specific future begins. Planning requires a number of considerations, including cash management, trust planning, and investment consulting. We explore all available options, then assist in weighing each outcome to meet specific needs.


There is a diverse network of settlement planning options available, which can be overwhelming to navigate. As a guide, Milestone will direct plaintiffs and attorneys to the options that are the best fit, identify any risks that need to be taken care of immediately, and recognize those that must be managed continuously. We understand how each solution is as unique as the needs of each client and can build a customized financial blueprint.


Once a plaintiff has made the final decisions on the settlement plan he or she would like to move forward with, we facilitate its implementation. This includes generating all of the necessary documentation and ensuring compliance with all government regulations.

Lifelong Representation

Whether it’s for financial concerns and explorations or just to share news, we take pride in the ongoing relationships we develop with our clients. We will continue to provide plaintiffs and trial lawyers with representation for the life of their settlement plan. We’re invested for the long haul.


Since the class action settled in 2013, Milestone has assisted with the settlements of over 8,000 lawsuits against Bayer Healthcare Pharmaceuticals Inc. with respect to Yaz Birth Control.

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BP Oil Spill Litigation

In March 2012, BP reached a $7.8 billion settlement intended to cover claims of medical injuries, economic loss and property damage. We have provided consultation to claimants, educating them on how the acceptance of a settlement may affect and/or benefit them.

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Beirut Bombing

In April 2016 the U.S. Supreme Court upheld a law making it easier for the families of those killed in terrorist attacks to obtain compensation. We have been proud to offer pro bono structured settlements to any and all families of these fallen Marines and other servicemen and women.

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Our Affiliations

Bairs Foundation is a 501c3 non-profit organization committed to helping plaintiffs who are struggling to cover their basic living expenses while they go through litigation. The Bairs Foundation provides pre-settlement advances at low-cost simple interest in order to help individuals and families make ends meet while they pursue justice.

Women en Mass is an organization of the country’s brightest and best female mass tort attorneys. The group serves as a network and support system, and holds an annual conference highlighting issues that affect women from the boardroom to the courtroom and in every day life.

The American Association for Justice (AAJ) works to protect a strong civil justice system. As the world’s largest trial bar, AAJ promotes justice and fairness for injured persons, safeguards victims’ rights—particularly the right to trial by jury—and strengthens the civil justice system through education and disclosure of information critical to public health and safety.

Mass Torts Made Perfect is a recurring legal seminar created to provide ambitious, goal-oriented plaintiff attorneys with the knowledge and methods needed to attract mass tort clients, take the case into the courtroom, and win over even the most formidable competition.

End Distracted Driving is sponsored by the Casey Feldman Foundation and is dedicated to inspiring individuals and communities to take action and end distracted driving.

The injury Board is an association of experienced trial attorneys and business partners who have demonstrated a proven commitment to four key areas. Relationships, Leadership, Community and Results.

The Massachusetts Academy of Trial Attorneys (MATA) works to uphold and defend the Constitution of the United States and the Commonwealth of Massachusetts and to preserve and improve the civil justice system.

The New York State Trial Lawyers Association (NYSTLA) promotes a safer and healthier society, assures access to the civil justice system by those who are wrongfully injured, and advances representation of the public by ethical, well-trained lawyers.

The Pennsylvania Association for Justice (PAJ) promotes a fair and effective justice system. PAJ supports attorneys who work to ensure that any person who is injured by the misconduct or negligence of others can obtain justice in Pennsylvania’s courtrooms, even when taking on the most powerful interests.