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.
- Retirement/Financial Planning
- Tax Preparation/Analysis
- Estate Planning
- Educational Workshops
- End of Life Planning
- Individual Consultations
- Life Insurance; Youth, Term, Mortgage, Universal, Whole, Disability, Guarantee Issue
- Annuities; Immediate, Fixed, Variable, Equity-indexed, Bonus
- Mutual Funds
- Medicare Supplements
- Long Term Care
- CDs and Multi-Year Guarantee Annuities
- Traditional IRAs, Roth IRAs, 401Ks, 403Bs, 457 Plan
- Wills and Trust
- Home, Auto, Liability, and Business Insurance
- Bond Performance Reports and Analysis
- Additional Healthcare Service Products