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David Coult. CFP®

Milestone Financial Associates

330 E. Main St.

Macungie, PA 18062
(610) 4218777

Experts who care as much about YOU as your investments.

About Milestone Financial Associates

We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.

General Information

Firm Start Year

2002

No.of Employees

5-9

CRD#

2859900

Firm CRD#

8032

Insurance License#

760690

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

CO, DE, FL, LA, MA, MD, ME, NH, NJ, NY, PA, SC, VA

Years of Experience in Financial Services

21

Number of Years with Current Firm

8

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Commodities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At my office, At your home, Via phone, At your office, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 6, Series 66, Series 63, Series 7

Insurance and Annuity Licenses

Accident, Casualty, Property, Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health

Firm Information

Firm's Number of Clients

252

Firm's Number of Planning Clients

193

Firm's Number of Managed Clients

193

Assets Managed by Firm

$175,000,000

Assets Managed by Advisor

$175,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

BA -

Bethel College
1992 - 1996

Disclosures

Disclaimer

This communication is strictly intended for individuals residing in the states of CO, DE, FL, GA, LA, MD, ME, NH, NJ, NY, OR, PA, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member Member FINRA, SIPC, a Registered Investment Adviser. Review our Terms of Use:https://www.commonwealth.com/ter msofuse.html