PROUDLY CELEBRATING MORE THAN 20 YEARS OF SERVICE TO OUR COMMUNITY
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)
Do you want to know when you may be able to retire?
With our easy to understand financial planning software, we can help you to figure out the best timing
Financial Planning Simplified
Retirement Plans for Small Businesses and Corporations
401(k) / Profit Sharing Plans
Providing customized plan designs for every type of business
Would You Like Us to Take a Look at Your Investment Portfolio?
Click below to send us an email
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 speak with you!