For Financial Advisors
Collaborate with Milestone so you can offer your clients more options and unique financial tools that other advisors may not have access to. Our goal is to protect and grow your clients’ funds and increase your assets under management.
Benefits of Working with Milestone
Boost your AUM
Stay ahead of competition by offering cutting-edge strategies for clients with a settlement
Create stickier relationships with clients
Contact Milestone to discuss how our innovative settlement strategies can elevate your clients, your competitiveness, and your AUM.
*Attorney fees, compensation for punitive damages, and non-injury settlements are taxable, so periodic payments from these types of income are tax-deferred. Personal injury settlements are not taxable, so the periodic payments and the growth on those payments are tax-free.