Our Services
RECENT ARTICLES
Season of Change
- Published in LV Entrepreneur
Written by Angela Brader, Client Service Manager, Milestone Financial
Associates, LLC 06/2009
When
Will It Ever End? - Published in LV Entrepreneur & Merit
News
-The Impact of Demographics on the Rising Cost of Health Care, with
Insight and Excerpts from “The Age Curve, How to Profit from the Coming
Demographic Storm”, by Kenneth W. Gronbach-
by David S. Coult, CFP®, CLU®, ChFC® - 05/2009
Health
Care Changes Expected in the Wake of the Election
-How the Elections are shaping Health Care Policy-
by David S. Coult, CFP®, CLU®, ChFC® - 02/2009
Milestone Financial Associates specializes in the
design and management of group health insurance and retirement plans, as
well as business and estate preservation programs. David S. Coult,
CFP®, CLU®, ChFC®, Founder, is a Certified Financial Planner™
professional and has been in the business for 11 years. Milestone
Financial Associates was founded in 2002 in the wake of the Blue Cross and
Blue Shield split and has experienced tremendous growth since then.
Milestone manages an association health plan for
construction companies and works with a number of small businesses and non-profit
organizations throughout Eastern Pennsylvania. Milestone consistis
of six employees, three of whom are licensed
insurance agents supporting our clients.