What We Do
Since 2004 we have helped our clients avoid unnecessary risk with their retirement assets. We will help you to protect your hard-earned retirement assets in today’s market and focus on providing you with the income you need, with potential income tax saving advantages. We will look ahead to help protect you from the unexpected. Our goal is for you to not worry about your money, so that you can enjoy your retirement years.
Dee has acquired extensive specialized knowledge and expertise in Retirement Accounts/IRA, Social Security, Medicare, Long Term Care and Estate Planning. In addition, she is passionate about people having choices and a place to go during life's milestones.
The Milestone Center Team consists of professionals in financial, tax, insurance, and estate planning. We are guided by your investment objectives. As a full-service center, we are not obligated by any single investment or insurance product. Your financial plan will be reviewed on an ongoing basis to keep you informed, supported, and focused to help you be prepared throughout the financial milestones in your life.
We partner with quality investment and insurance companies to best meet your needs. We utilize a portfolio of life, annuity, and investment products from top-rated companies.
- We provide our clients with a Financial Road Map: the big picture of where you are now, where you want to be, and what’s important to you. This comprehensive step-by-step financial plan is provided to all of our clients after a thorough consultation and review.
- Proactive: We use a review process to anticipate future needs before they occur rather than reacting after it may be too late.
- Personal: All clients have assigned advisors to help them stay on track and create the desired results in the target time frames.
- Progressive: All clients receive regular progress reports so that they know exactly where they stand in reaching their goals.
- As part of this Financial Road Map, you will be provided with detailed strategies and explanations for resolving your financial issues and reaching your personal goals. You will then work with a trusted professional to implement your chosen plan.
To make an impactful and positive difference in the financial lives of our clients through a professional, ethical and respectful relationship with our retirement, tax, estate and insurance planning team.
Our Goal: To work with our clients to customize and implement their retirement and estate plan to give them confidence in their financial life plan.
We are fully committed to providing the highest level of services to our clients. We are dedicated to serving our clients’ best interest, to earning their trust and confidence by operating with integrity, and to exceeding our clients’ expectations. We place value in the long-term relationships we form with our clients and will strive to fully understand our clients’ needs, and work with them to accomplish their personal and individual goals.