2780 S. Arlington Rd. Suite 201
Akron, Ohio 44312
(330) 644-0284 Office / (330) 730-4785 Mobile
You are not alone! As each year passes, we are seeing everyday expenses go up! The threats of increasing taxes; no guaranteed pensions, and the uncertainty of Social Security are a few of the major reasons concern. Americans are living well into their 90s.
Dee Siegferth and her team can help you develop your own FInancial Blueprint that is easy to follow and understand. We take the time to treat each of our clients as they would their family members.
Your plan helps you have peace of mind knowing that you will have enough guaranteed income and avoid losses to stock market, taxes, probate, and/or health issues.
It is important that clients fully understand the steps needed to achieve full financial safety and security for the rest of their lives and be sure their assets pass on to whom they want!
If you are serious about growing your assets, minimizing your taxes and managing your risk so that you can live well in retirement and leave a legacy for generations to come, email me.
P. S. If you think it is too late to start planning for retirement? Wrong! It is never too early or too late to plan for your retirement years.
Dee Siegferth is the Managing Partner of The Milestone Center for Retirement & Estate
Planning LLC. Dee excels in developing a uniquely customized approach for each client with regard to financial and estate planning. She focuses on a person’s values and the whole picture of life after work. She advises individuals, families and business owners on how to meet their needs, goals and objectives. With Dee, the entire process revolves around the person and their specific situation. She believes that it is important to develop the right investment, retirement, insurance, asset protection and estate plan for each individual client.
Dee has taught and continues to teach various educational workshops and seminars throughout Northeast Ohio in schools, colleges, libraries, association meetings and other various locations sharing strategies that will assist attendees in the areas of retirement, tax reduction, cash flow and protection strategies for a secure future. She has a special interest in IRA Distribution, Women’s Specific Needs, Managing Taxes, Asset Protection, market volatility and risk. She also provides CPE training to CPAs to keep them abreast on the role of insurance in tax and estate planning. Dee is a member of the Better Business Bureau serving Summit, Portage, Medina and Wayne Counties, and the National Ethics Bureau.
She believes in the importance of continuing education and has acquired her designations through extensive study to better assist Northeastern Ohio residents and their families as they prepare for their futures. She is presently receiving continued technical training 9 days per year as a charter member of Ed Slott’s Master Elite IRA Advisor Group, the nation’s most exclusive group of advisors for expertise in retirement distribution planning. In addition, she has a Masters of Science Degree from The University of Akron with Certification in Gerontology, and she is a Registered Representative, and a Registered Financial Consultant.
Dee has lived in Doylestown most of her life, except for a five year period in Florida. She is a former teacher and school administrator who believes that financial education is critical for all ages. She devotes her free time to her family and grandchildren who all live in the area, supports varied local charities and she has been actively involved in church activities.