Our Services

At Lee Wealth Management we offer a wide range of Financial Planning Services*.  Our planning services are broken down into 6 primary categories with the following subsets:


Investment Planning

  • Risk Tolerance
  • Portfolio Review
  • Asset Allocation
  • Rebalancing
  • Ongoing Management
  • Dollar Cost Averaging

Retirement Planning

  • Retirement Needs
  • Identifying Income in Retirement
  • RMD Strategies
  • Beneficiary Planning
  • Social Security

Risk Planning

  • Annuities
  • Long Term Care
  • Disability
  • Health Insurance
  • Life Insurance
  • Survivorship Income

Education Planning

  • 529 Plans
  • Student Loans
  • Cost & Inflation
  • Funding & Contributions

Estate Planning

  • Family Trust**
  • Wealth Transfer
  • Gifting Strategies
  • Charitable Strategies
  • Special Needs Planning

Business Planning

  • 401k Plans
  • Profit Sharing
  • Employee Benefits
  • Stock Options

Our advisors can help you pursue your long-term financial goals using their knowledge and experience to set up a personalized financial plan that can work toward your financial goals. These plans include not only investments but also savings, budget, insurance, and tax planning strategies.

Together, we will cover many topics, including the amount of money to save, the types of accounts, the kinds of insurance options (including long-term care, term life, and disability), along with estate and tax planning. Our advisors are also educators. Part of our goal is to help you understand what is involved in pursuing your future goals. The first topics we discuss are budgeting and saving. As you advance in your knowledge, we will assist you in understanding complex investment, insurance, and tax matters. 

Step one in our process is understanding your financial health. You can't properly plan for the future without knowing where you stand today. Typically, you will be asked to complete a detailed written questionnaire. Your answers help us understand your situation and to help plan so nothing important is overlooked. Once we understand your present financial position and future projections, we're ready to work together on a plan to stive to meet your life and financial goals. We also check in with you on a regular basis to re-evaluate your current situation and future goals so that we can plan accordingly. 

*Services through LPL Financial, a registered investment advisor. Lee Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

**LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.