PROUDLY CELEBRATING MORE THAN 20 YEARS OF SERVICE TO OUR COMMUNITY
At Lee Wealth Management, we offer fee based services. Planning providing customized solutions for every client's unique situation and future goals is our objective.
What income will you need in retirement? With our financial planning software we can help you to determine which strategy is 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.
In today's uncertain times, it may be more important than ever to consider a move to a new firm.
We are an independent full service firm that has put our clients and their goals first ffor 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!