Milestone Insurance Agency
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Milestone Insurance Agency
At Milestone, we take care of our customers like family. We work for you! Our agency is a one stop shop for all your insurance and financial needs. We offer personal insurance, business insurance, life insurance, health insurance, and medicare assistance. If it needs to be insured, chances are we can help! Contact us today to learn more. We are proudly serve Dallas, Plano, Addison, Frisco, McKinney, Little Elm, Ennis, The Colony, Lewisville, and the entire State of Texas!
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At Milestone Insurance we work for you!
Being independent means we do what is in the best interest of the client and not for a specific company.
We understand that our success is based on the success of every individual we serve.
Our agents tailor each plan or policy to your specific needs.
Contact us today!
With more than 21 years of experience, Joe Washko, Founder of Milestone Insurance and Investment Services, has built a team of professionals to meet all of your financial planning needs - including investments, college funding, retirement planning, insurance protection, estate planning, and tax services.
Life and Health insurance are essential to protecting you and your family during your life and even after you are gone.
Let us evaluate your situation and find the best possible fit.
There are many kinds of life insurance, but they generally fall into two categories: term insurance and permanent insurance.
Term insurance is designed to meet temporary needs.
It provides protection for a specific period of time (the "term") and generally pays a benefit only if you die during the term.
This type of insurance often makes sense when you have a need for coverage that will disappear at a specific point in time.
Based on a client's goals, income, risk tolerance, and many other factors, Milestone can design a plan to help you meet your financial goals.
Also, with our knowledge and experience, you can be confident in our ability to develop a winning strategy for meeting all your financial needs.
Whether you are investing, setting up an IRA, 401K, or planning for retirement, we have every option available.
The financial experts at Milestone Insurance and Investment Services can put you on the right track to financial goals.
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