Meet Your Milestone
Milestone is a premier settlement planning and administration firm. Our team works with trial lawyers and their clients to serve as a partner in the present and an advocate for the future.
Milestone Mission
To provide trusted financial guidance and strategies before, during, and after settlement, ensuring a lifetime of financial security.
Bringing the Best Together
Milestone brings the brightest minds in the legal and financial industries together. We view every situation and relationship through lenses sharply tuned by our individual experiences and expertise, and focus those lenses on the unique goals and circumstances of each attorney and plaintiff we proudly serve. Together, our team’s commitment to providing the best settlement planning solutions possible, at every stage of the litigation journey, moves people forward.
A hard-hitting team with the experience to deliver experience, compassion, reliability, and principles.
Attorneys & Plaintiffs Place Trust in Us
You don’t have to take our word for it. See how some of our past and current clients—lawyers, plaintiffs, and financial advisors—describe what it’s like to receive top-tier settlement planning services from Milestone.
Join Our Team
See how our team members describe what it’s like to work at Milestone and for justice.
Partner with Trusted Professionals
Schedule a consultation with Milestone today and secure your financial future.