Lee specializes in helping (soon-to-be) seniors and their families strive for their financial goals. He takes a holistic view of each client's situation, and reviews the following areas:
As part of planning for retirement, Lee provides an analysis of Social Security strategies to optimize timing of payments and partners with other professionals to review your insurance coverages and coordinate with your tax advisor.
Planning for you, your children or grandchildren.
Lee discusses how various life events, such as births, marriage, divorce, end of life issues, impact you or your loved ones.
Lee can help you determine what types of insurance you may need, such as life and long-term care. He also provides steps to take when you lose a loved one.
Lee facilitates with other professionals to ensure you have the essential documents you need for taking care of yourself or your family.
Lee teaches financial literacy classes and provides financial services pro-bono to certain deserving charitable groups and associations. He is patient in explaining how to optimize financial concepts and develops strategies to ensure a successful outcome.
Select one of the following to learn more about Lee's specializations.