Business Details
Your Trusted Insurance & Financial Planning Partner in Plano, TX
At Milestone Insurance Agency, we operate as an independent agency dedicated to serving our clients' best interests. Our approach prioritizes client needs over carrier interests, ensuring tailored insurance and financial solutions. With over two decades of experience in the industry, our team specializes in crafting personalized plans that address unique client requirements. We offer comprehensive coverage options, including personal, business, life, health, and Medicare insurance, alongside financial planning services. Our commitment to exceptional service extends across Dallas, Plano, and the entire State of Texas, where we serve both individuals and businesses.Our expertise in risk management and financial strategy positions us as a trusted partner for long-term security. We combine deep market knowledge with a client-first philosophy to deliver value-driven solutions. Our agency's success is measured by the financial well-being and satisfaction of every client we serve. Through continuous education and industry engagement, we maintain the expertise necessary to navigate complex insurance and investment landscapes. Our mission remains focused on protecting families and businesses while fostering financial growth through strategic planning.
Services
Personal Insurance
Business Insurance
Life Insurance
Health Insurance
Medicare Assistance
Financial Planning
Truck Insurance
Auto Insurance
Home Insurance
Retirement Planning
Highlights and features
- We are independent agents prioritizing client needs over specific companies
- Our team tailors each policy to individual client requirements
- With over 21 years of experience, we provide expert financial planning
- We serve Dallas, Plano, and the entire State of Texas
- Offering comprehensive coverage including personal, business, life, health, and Medicare insurance
Services
Personal Insurance
We provide comprehensive personal insurance solutions protecting Texas residents' homes, vehicles, and assets. Our offerings include auto, home, renters, and mobile home insurance tailored to individual needs. With flexible coverage options and competitive rates, we help families secure their financial future while providing personalized support throughout the policy lifecycle.
Business Insurance
Our business insurance solutions protect small to medium enterprises across Texas with customized risk management strategies. We offer property, liability, and specialized commercial coverage options that adapt to evolving business needs. Our approach combines competitive pricing with dedicated support to help businesses maintain operational continuity and financial stability.
Life Insurance
We offer diverse life insurance products including term, whole, universal, and indexed universal life policies. Our solutions focus on providing financial security for families while offering cash value accumulation opportunities. Each policy is tailored to meet specific estate planning, income replacement, and legacy goals through multiple carrier options.
Health Insurance
Our health insurance division provides HMO, PPO, dental, and vision plans for individuals and families. We help clients navigate healthcare options while offering Medicare assistance and supplemental coverage solutions. Our approach focuses on balancing premium costs with comprehensive medical protection across Texas networks.
Financial Planning
We develop customized financial strategies addressing retirement, college funding, and estate planning needs. Our services include investment management, IRA/401K planning, and tax-efficient strategies tailored to individual risk profiles. With market expertise and personalized guidance, we help clients achieve long-term financial objectives.
People
Joe Washko
Owner
With 21+ years of experience, Joe Washko founded Milestone Insurance Agency to provide comprehensive financial solutions. He specializes in retirement planning, investment strategies, and insurance protection for individuals and small groups.
William Dobbins
Insurance Specialist
William Dobbins offers exceptional property and casualty insurance services with over 5 years of customer service experience. He prioritizes client satisfaction through personalized support and tailored insurance solutions.
Questions
What types of insurance do you offer?
We offer personal, business, life, health, Medicare, and truck insurance, along with financial planning services tailored to individual and business needs.
Do you provide financial planning services?
Yes, our financial planning division offers retirement planning, investment strategies, college funding solutions, and estate management services customized to client goals.
Are you an independent insurance agency?
Yes, as an independent agency we represent multiple carriers to find the best coverage options that meet our clients' specific needs.
What areas do you serve?
We serve Dallas, Plano, and the entire State of Texas, providing insurance and financial planning services to both urban and rural communities.
How do you tailor insurance policies?
Our agents assess individual circumstances to create customized insurance solutions that address specific risk management needs and budget requirements.
What experience does your team have?
Our team combines over 25 years of industry experience with specialized knowledge in insurance protection, investment strategies, and comprehensive financial planning.
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