Kristen Whalen
Director of Operations at Milestone Consulting, LLC at Milestone Consulting - Buffalo, NY, US
Kristen Whalen's Colleagues at Milestone Consulting
Kristen Whalen's Contact Details
716-883-1833
Buffalo, New York, United States
Milestone Consulting
Kristen Whalen's Company Details
Milestone Consulting is a comprehensive settlement administration and planning firm committed to financial strategies that help plaintiffs and trial lawyers plan for their futures. We are licensed in all 50 states to advise and consult on every major issue involved in settlements. Our process is a simple — educate and guide clients in overcoming the obstacles often associated with the final settlement stages. Settlement planning is more than just structured settlements. Medicaid and Medicare preservation and consulting are among our core competencies, as are special needs trusts, estate planning, asset protection, income strategies and wealth preservation. We employ an unbiased approach to developing plans that leverage our industry knowledge and deliver cost-effective, intelligent solutions designed to serve clients long-term. We also broker fixed annuities, trusts, structured annuities and money management directly, and have done so for over $1 billion in recoveries. We recognize that each case and family has a unique set of circumstances and challenges. Our role is to understand these challenges and make educated recommendations that will empower families to make sound financial decisions.