Jared D. Milburn is a highly ambitious and motivated individual who has a strong passion for helping others. He has consistently demonstrated an ability to develop and implement high end estate and retirement plans custom tailored to each client’s needs and goals.
Jared’s unique ability to connect with his clients helps them develop strong relationships that will last for a lifetime.
Jared has extensive training and knowledge in Retirement Planning, Social Security and Medicare, VA Benefits, Senior Market Planning and Estate Liquidity planning. He is certified in Long Term Care Needs and Solutions. He holds Life and Health Insurance licenses from the Ohio and Michigan Departments of Insurance and is a fully Licensed Real Estate Agent in the state of Ohio.
Jared’s background and experience with Banking, Finance, and Real Estate allow him to represent individuals, couples, and families in the creation of comprehensive retirement plans and strategies. His ability to efficiently work with a team to facilitate planning needs gives him an edge in the planning arena and his clients comfort in realizing their retirement goals.
So, no matter if your goals include protection of assets from Probate and from long-term care facilities, or endless income, or minimizing taxes, Jared can lead the team to create the plan that finally allows you to relax.
4450 Belden Village St. NW
Suite 704
Canton, OH 44718
(330) 260-7866
jmilburn@affinityadvisorynetwork.com