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Ready to Retire Now? Fee Based Planning Services How can you protect what you've worked hard for?

WELCOME TO LEE WEALTH MANAGEMENT

PROUDLY CELEBRATING  MORE THAN 20 YEARS OF SERVICE TO OUR COMMUNITY

Call 561-747-0455 Today for your Free Initial Consultation
Free Initial Consultation

Would you like to work with a local and experienced CFP® Professional?

Charles R (Randy) Lee is a CFP® Professional

He is also a ChFC® (Chartered Financial Consultant)

Schedule your Free Consultation Today
Predictable Income Strategies

Do you want to know when you may be able to retire?

With our financial planning software, we can help you to figure out the best timing

Schedule your Free Consultation Today
Fee based Financial Planning

Schedule your NO OBLIGATION - FREE INITIAL CONSULTATION TODAY

Fee Based Planning Services with no obligation to do any further business with us

Providing customized solutions for every client's unique situation and future goals is our objective. 


Schedule your Free Consultation Today
Life and Long Term Care
Insurance Services

Are you looking for better rates than bank CD's?

Call today to set up your complimentary initial consultation



Schedule your Free Consultation Today
Why Call Us?

Why Call Us?

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

Our Loyal Clients 

Our Loyal 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 speak with you!

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