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 and high income earners

Innovate

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.

Engage

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

Leverage

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

Service Features

Review

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

team

Founder

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Steven Scammell

team

Partner

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Phillip McNulty

team

Consultant
Independant Agent

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Kevin White

Our Services

Our services are delivered by our team with years of experience

Are you ready to start a conversation?

Get in touch

Our Featured Portfolio

888.328.7775

Contact Us

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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