Financial Planning

"If you don't know where you are going, you might wind up someplace else." Yogi Berra

Lee Investment Management provides its clients with strategies and solutions to get them where they want to go. We will help you understand your current financial situation and clarify your goals. We then provide you with a written plan designed to give you the greatest chance to meet your goals.

This plan may encompass some or all of the following areas, depending on your unique circumstances and needs:

  • Budgeting
  • Cash Flow Management
  • Saving
  • Risk Tolerance Analysis
  • Investing
  • Asset Allocation
  • Employee Benefits
  • Retirement Planning
  • Education Planning
  • Purchasing a Vacation Home
  • Starting a Business
  • Providing for Aging Parents
  • Philanthropy
  • Insurance
  • Tax Planning
  • Estate Planning

cfp

fpa

fee

napfa

xy