PROUDLY CELEBRATING MORE THAN 20 YEARS OF SERVICE TO OUR COMMUNITY
We offer Fee Based Planning Services.
Providing customized solutions for every client's unique situation and future goals is our objective.
Do you have a financial Road Map?
With our financial planning software, we can help you to determine which strategy may be best for you.
We offer Life insurance options to fund Buy-Sell Agreements and Key Person Agreements, including Premium Finance options as well as Long Term Care and Disability.
Would you like to work with a CFP® Professional?
Charles R (Randy) Lee is a CFP® Professional
He is also a ChFC® (Chartered Financial Consultant)
We are an independent full service firm that has put our clients and their goals first for more than 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
All calls are returned promptly
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!