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Financial Guidance

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.

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Protecting your Legacy

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."

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Predictable Steady Income

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.

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Insurance Services

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.

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Why work with us?

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 promptly

Who are our clients?

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

Contact us today for a free, no-obligation consultation.

We welcome the opportunity to meet with you!

"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."

Robert Fogel

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