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CELEBRATING 20 YEARS OF SERVICE TO OUR COMMUNITY
At Lee Wealth Management, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Uncertainty leaves room for opportunity. At Lee Wealth Management, we strive to help you solidify tomorrow by planning today. As Warren Buffett said, "you can sit in the shade tomorrow because of the tree you planted today."
Growing your wealth requires patience and foresight. With our time-tested financial strategies, we’ll help you build long-term profitability through short-term planning.
A good defense is the best offense. Let Lee Wealth Management surround you and your family with top-rated insurance policies. We offer Long Term Care, Medicare Health Insurance plan choices, Disability, and Life insurance options to fund Buy-Sell Agreements and Key Person Agreements.
We are an independent full service firm that has put our clients and their goals first for the last 20 years
Our process is easy to understand
As an independent firm, we have access to a multitude of top rated companies
We monitor our clients investments and communicate regularly
We offer Fee Based services with no-load investments
All calls are returned on the day received
We have built our business on introductions and referrals from other satisfied clients
Business owners considering the sale of their business
Those preparing for retirement or already in retirement
Recently widowed or divorced
Seeking dependable strategies for guaranteed income in retirement
We welcome the opportunity to meet with you
Contact us today for a free, no-obligation consultation.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."