About Milestone Consulting

we are a capital markets focused insurance group utilizing specialized planning to create and distribute wealth to you and your family in the most tax efficent manner possible

What we do?

Specialized planning for physicians, high income earners and 403(b)(9) organizations


We learn from the old masters and prefer settled law when designing a plan; however we look outside the proverbial box for ideas that complement the plan.


Our team approach engages the best available talent and intellect in order to facilitate the plan and its implementation.


Implementing the leverage of advisors, assets and efforts swill break the bounds of traditional transaction based planning.

Service Features


Even the best laid plan will not fulfill its promise without follow through and attention to detail. Our team is committed future compliance of the original plan design.

Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.

-- Archimedes --

Our Team

Professional & Outstanding ideas of our passionate team makes us unique in every sense

Who are we anyway?

Meet the Milestone Team



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Steven Scammell

Our Services

Our services are delivered by our team with years of experience


A 403(b)(9) is a defined contribution plan specifically designed for the unique needs of churches, church organizations or their missions. While similar to other 403(b) and 401(k) plans, 403(b)(9) plans are not subject to certain ERISA requirements. In addition, 403(b)(9) plans offer retired ministers the ability to have retirement distributions designated as housing allowance.

Potential tax advantages
  • Employer contributions are not subject to Social Security tax or income tax at the time of contribution
  • Tax-sheltered participant contributions are not subject to income tax until distributed
  • Tax-sheltered participant contributions by ministers are not subject to Social Security tax
  • Earnings on all contributions and rollovers are tax-deferred

Are you ready to start a conversation?

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We'd really love to hear from you so why not drop us an email and we'll get back to you

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