Our Story


Certified Financial Planner


Registered Investment Advisor


Retired Certified Senior Advisor


Certified Long Term Care Specialist


Licensed Broker for Property and Casualty


Licensed Real Estate Agent Graduate of the Real Estate Agent Institute


Risk Reduction Graduate CITRMS®


Certified Identity Theft Risk Management Specialist


Ms. Lee has been in the financial planning business for over 30 years and assists her clients on many fronts. She is a trusted and knowledgeable advisor with broad-based experience and a wide network base. Many of her clients have continued to retain Ms. Lee through multi generations of their family.

Whether it’s helping a family create an estate plan, planning for college admissions without sacrificing home equity or retirement savings, or how to get out of debt without spending any more money a month than you already spend, she designs a strategy you both understand and are comfortable with. She educates her clients in the necessity of all types of insurance including Long Term Care as well as assists in the creation of family trusts, real estate purchases, business successions and offers business owners an employee benefit (at no cost to the employer) by providing her Financial Education in the Workplace program to promote financial literacy among their workers.

Ms. Lee has experienced it all, and may incorporate one or more strategies into a single plan. This saves a client time and expense by placing many financial related requirements in the hands of a single provider. Because she listens first, she is better able to create a client plan to use as a financial road map. Using this map, Ms. Lee assists in implementing strategies and most importantly monitors and adjusts them through the many unforeseen and unpredictable events in life.

“Credentials you can count on….advice you can trust!”

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