FROM OUR FAMILY TO YOURS

Meet the team that’s helping turn your retirement goals into reality.

RETIRING ON TIME AND IN STYLE

Access customized solutions for enjoying your golden years to the fullest.

GROWTH AND SAFETY IN ONE

Develop a smart plan for accumulating wealth and maximizing your assets.

FAMILY PROTECTION AT YOUR FINGERTIPS

Find out how to leave a legacy for loved ones while managing your estate.

In Our Clients’
Words

Shauna S.
Jim does not have a cookie cutter approach. Rather, he listens to what I want and finds the right financial instrument to meet my needs. I am so thankful for Jim's advice and plan on staying with him for the long haul.
Jay B.
I have been drawn to Jim because of his integrity, honesty and positive outlook on life that has never wavered during these past 20 plus years of association. Throughout life we are always looking for people we can look up to and completely trust — whether with family or finances — Jim is one of those people.
Kent B.
One thing I've always appreciated about Jim is that he seems to live the life he sells you. By that I mean that security for the family comes first. And really, what else is money about?
Shirley J.
We would recommend Jim to anyone we know. He is both honest and trustworthy. He is careful to explain everything he does so we feel comfortable with our financial decisions.
Jim M.
I think that I am set now with the good account you got me into. It did originate from my 401-K in my "corporate years", before rolling that. It is always good hearing from you and I know you and Mercedes are always there (I sleep better at night)!

 

Retire On Your Terms

Enjoying a comfortable lifestyle in retirement shouldn’t mean choosing between your future and your family’s. At Jim Lee Financial, we’ve spent more than 25 years offering low-risk, long-term solutions for helping our clients achieve financial peace of mind. Whether you’re only months from retirement or are just entering the workforce, contact us to serve as a trusted resource for aligning your needs with strategies to meet them.

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Encourage Others to Retire Well

By consistently delivering on our commitment to treat clients like family, Jim Lee Financial is proud to have grown our business primarily on client referrals. If you have family members, friends or coworkers who are concerned about navigating market swings and preparing successfully for retirement, we can provide them with a no-obligation, complimentary consultation.

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