About

An inside look at Jim Lee Financial

With today’s evolving retirement landscape, it’s more important than ever that you have a trusted resource you can count on to help prepare for the years ahead. From understanding your current financial situation to thinking through your long-term goals, we at Jim Lee Financial know the importance of developing customized solutions for meeting your needs. Yet our work doesn’t stop there. Once you become part of the Jim Lee Financial family, we’ll continue to monitor and tweak the strategies in place to reflect the milestones occurring in your life. Whether you’re growing your family, changing jobs or entering into your golden years, we’ll support you every step of the way and help make sure your interests, assets and loved ones are protected. As an independently owned and operated firm, we’re not tied to one particular company or a set of specific products. We can honestly evaluate your unique situation and provide recommendations customized for you, your family and your budget. Let Jim Lee Financial help you enjoy the financial peace of mind you deserve. Contact us today for assistance, or learn more about our team and our associates.