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:

 

Retirement

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.

 

Education Planning

Planning for you, your children or grandchildren.

 

Life Events

Lee discusses how various life events, such as births, marriage, divorce, end of life issues, impact you or your loved ones.

 

Insurance

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.

Checklist for Surviving Spouses

 

Estate Planning

Lee facilitates with other professionals to ensure you have the essential documents you need for taking care of yourself or your family.

 

Financial Basics

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.

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the hours we have best be spent visiting a friend at the hospital, or would it be better invested?
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.