Broker Check

PURSUE YOUR LEGACY WITH BIG-PICTURE FINANCIAL CLARITY

We engage early and often to create tailored plans that align with what matters most to you. 

<p><strong>Unbiased Services For Your Legacy</strong></p>

Unbiased Services For Your Legacy

Our independent, fiduciary approach gives us the freedom to help you pursue the lifestyle, retirement and generational legacy you desire with honest guidance without conflict of interest. Our expansive services range from helping you find the right life insurance policy to personalizing a plan that reflect what matters most to you.

<p><strong>Honest Guidance For a Meaningful Retirement</strong></p>

Honest Guidance For a Meaningful Retirement

Lee Financial Group provides unbiased guidance to help you realize a fulfilling retirement and establish a lasting legacy. Your values matter to us. That's why we prioritize your goals and desires with a portfolio and plan that reflects your unique needs for the present and future.

Contact Us

Do you need an unbiased partner who prioritizes your values and goals? Contact us for more information about our financial services.

Contact Us Today

Services
Comprehensive Services for Your Financial Future

Our services ensure we’re your trusted partners for all of your financial planning needs.

Financial Planning

Our big-picture approach helps protect your family and grow your assets to meet your retirement needs, while planning to leave a legacy behind for future generations.

Learn More

Insurance & Protection

Is your family covered if you get sick or die? We can help you determine the right amount and type of life insurance to help protect those who matter the most.

Learn more

Retirement Planning

Worried about running out of money before you die? We carefully build tailored retirement plans according to your unique needs to help you outlive your assets.

Learn more

Estate & Legacy Planning

Our experienced advisors will help you determine how to provide for future generations while maintaining a comfortable retirement income.

Learn more

Our Clients
Serving You in Every Life Stage

<p>Building Wealth</p>

Building Wealth

Many of our clients need more money than they think. We’ll help you navigate life’s obstacles while prioritizing what matters most.

Learn more
<p>Nearing
 Retirement</p>

Nearing
 Retirement

We’ll help guide you into and through retirement with enough money to live comfortably and grow your wealth.

Learn more
<p>Living in 
Retirement</p>

Living in 
Retirement

Wondering how to transfer wealth to the next generation? We'll help create strategic plans according to your goals.

Learn more
<p>Small Business
 Owners</p>

Small Business
 Owners

Let us help you determine what your business is worth, then create a succession plan that defines your wishes for your business.

Learn more

RESOURCES
Resources to Enhance Your Financial Literacy

Improve your financial literacy by investing in our carefully curated resources to help you make well-informed financial decisions.

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
Learn More
Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
Learn More
Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Learn More
What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn More

Let's Talk.
Take the First Step.

Thank you!
Oops!