We bring together the key resources you need to make your financial plan work for you:
- Our Seasoned Team of Professionals share a commitment to integrity, continuing education, and exceptional service. and our main goal is to help our clients attain financial peace of mind by providing creative solutions. Our philosophy of exceeding expectations drives our talented team of professionals in providing a first class service experience resulting in long term client loyalty.
- Our Step-by-Step Planning Process uncovers your unique needs and develops a plan that is designed specifically for you. From a young professional or new business owner just beginning their career, to the individual wanting to transfer assets in the most tax efficient manner at the end of their career, the professionals at Lee Finance Inc are committed to being a resource throughout this journey.
- Our Ongoing Monitoring Process keeps you abreast of current market trends and changes in your financial needs. Creating a plan is the easy part. Reviewing changes in tax law, product designs and family and company objectives necessitates the need for ongoing review and potential modifications. The Lee Finance Inc team stands committed to this.
- Our Commitment to Continuing Education and Knowledge - We draw on over 100 years of experience and continued commitment to advanced education through major institutions utilizing the skills learned.