Business Details
Your Trusted Independent Insurance Agency in Plano, TX
Milestone Insurance Agency has built a reputation as a trusted independent agency dedicated to serving clients across Texas. With over 21 years of experience, our team specializes in delivering tailored insurance and financial planning solutions that address individual and business needs. Our independent status allows us to prioritize client interests by offering unbiased recommendations from a diverse network of insurance carriers. We provide comprehensive coverage options including personal insurance, business insurance, life and health insurance, medicare assistance, and specialized financial planning services. Our commitment to exceptional customer service ensures clients receive personalized attention and expert guidance.Headquartered in Plano, we serve major cities across the Dallas-Fort Worth metroplex and the entire state of Texas. Our professionals combine deep industry knowledge with a client-first approach to protect assets and build long-term financial security. Through continuous education and market analysis, we stay ahead of evolving insurance trends to deliver optimal solutions. Our track record of client retention demonstrates our ability to maintain trust and deliver consistent value. Whether insuring a home, business, or planning for retirement, we empower clients to make informed decisions with confidence.
Services
Personal Insurance
Business Insurance
Life Insurance
Health Insurance
Medicare Assistance
Financial Planning
Truck Insurance
Renter's Insurance
Mobile Home Insurance
College Funding
Highlights and features
- We have over 21 years of combined experience in insurance and financial planning
- Our independent agency status ensures unbiased recommendations
- We offer tailored insurance solutions for personal and business needs
- Our team provides exceptional customer service with personalized attention
- We serve clients across all 254 counties in Texas
Services
Personal Insurance
We provide comprehensive personal insurance solutions protecting homes, vehicles, and personal assets across Texas. Our policies cover property damage, liability protection, and specialized coverage for mobile homes and rental properties. With access to multiple carriers, we help clients find cost-effective policies that meet specific needs while ensuring adequate protection for Texas residents.
Business Insurance
Our business insurance services protect Texas companies from operational risks through customized commercial policies. We offer general liability, property insurance, and specialized coverage for various industries. Our experts assess business exposures to create comprehensive protection plans that include workers' compensation, commercial auto, and cyber liability coverage tailored to each company's unique requirements.
Life Insurance
We offer diverse life insurance products including term, whole, universal, and indexed universal life policies. Our solutions provide financial security for families, business succession planning, and estate protection. We help clients evaluate their needs to select appropriate coverage amounts and policy structures that align with long-term financial goals and family protection requirements.
Health Insurance
Our health insurance services include individual and group plans with HMO, PPO, dental, and vision options. We assist clients in navigating healthcare coverage choices to find affordable solutions meeting their medical needs. Our specialists explain policy details, network providers, and prescription coverage to help clients make informed decisions about their healthcare protection.
Financial Planning
We develop personalized financial plans addressing retirement, college funding, investment strategies, and estate planning. Our services include 401(k) management, IRA setup, mutual funds, and tax-efficient investment strategies. By analyzing clients' financial situations and goals, we create roadmaps to achieve long-term financial security while adapting plans to changing life circumstances.
People
Joe Washko
Owner
With over 21 years of experience, Joe Washko founded Milestone Insurance to provide personalized financial solutions. He specializes in retirement planning, estate protection, and business insurance strategies while leading a team dedicated to client-focused service across Texas.
William Dobbins
Insurance Specialist
William Dobbins brings five years of customer service experience to his role as licensed property and casualty agent. He focuses on delivering exceptional client support and ensuring complete satisfaction through personalized insurance solutions tailored to individual and business needs.
Questions
What types of insurance do you offer?
We provide personal insurance, business insurance, life insurance, health insurance, medicare assistance, and specialized financial planning services across Texas.
Why choose an independent insurance agency?
As an independent agency, we offer unbiased recommendations from multiple carriers to find the best coverage options that meet your specific needs.
Do you serve areas outside Dallas-Fort Worth?
Yes, we serve all 254 counties across Texas, including major cities like Austin, Houston, San Antonio, and El Paso.
What financial planning services are available?
We offer retirement planning, college funding strategies, investment management, and estate planning services tailored to individual financial goals and risk tolerance levels.
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