While Larry Lee does tax preparation and payroll services, his special expertise is in crafting financial plans to fit the individual. He understands the complexities of Taxation, Social Security, Investments, and Retirement. Merging his knowledge of these pieces, he tailors a financial plan as unique as you.
At Lee Financial Services, we understand the complexities of Taxation, Social Security, Investments, and Retirement. Whether your plan is to reach financial independence early, or to retire at the expected time, we work with you. You are unique, and have your own definition of financial independence.
At Lee Financial Services, we understand the complexities of Taxation, Social Security, Investments, and Retirement. Whether your plan is to reach financial independence early, or to retire at the expected time, we work with you. You are unique, and have your own definition of financial independence.
Services
Meet Lee Financial Services
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As a small, family-owned business, we know all of our clients. We know that each of their situations is unique. Our many loyal clients appreciate integrity and relationship built on trust. Whether you are just starting out on the road of independence, or enjoying your later years in retirement, your unique situation receives our attention.
Resource Center
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Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Retirement
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Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Estate
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Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investment
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Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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