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
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.
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.
Professional & Outstanding ideas of our passionate team makes us unique in every sense
Our services are delivered by our team with years of experience
Your ability to earn income is your most valuable assest. Traditional disability coverage falls short of the replacement ratio necessary to adequately protect your income.
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.
We'd really love to hear from you so why not drop us an email and we'll get back to you
Milestone Insurance Services LLC, AR #423127, DBA Milestone Consulting. Advisory services offered through High Street Asset Management, LLC 174 Cornerstone Court, Suite A Hot Springs AR 71913 P (855) 262-9941. High Street Asset Management and Milestone Consulting or Milestone Insurance Services LLC are not affiliated. Phillip McNulty AR Insurance #360666 CRD#5955968. Steve Scammell AR Insurance #308601.
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