PROUDLY CELEBRATING MORE THAN 25 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
Are you Prepared for the Upcoming Tax Changes?
Tax changes take effect in less than 36 months!
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 25 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, TEXTS AND EMAILS RETURNED PROMPTLY
We have built our business on introductions and referrals from other satisfied clients and professionals
Preparing for retirement or recently retired?
Looking for a Local Financial Adviser who is a CFP®?
Recently widowed or divorced?
Seeking dependable strategies for guaranteed income in retirement?
A business owner considering the sale of your business?
Contact us today for a free, no-obligation consultation.
We would love to help you!