Jim Lee Financial

Great clients know other great clients

Jim Lee Financial $50

At Jim Lee Financial, we always put family first. That’s one of the many reasons we love being able to help our clients organize their finances, plan for their futures and protect their family long term. I’ve been fortunate to build my professional family one referral at a time and consider your recommendation of our services the highest compliment.

 

If you have friends, family members, colleagues or coworkers who could benefit from the Jim Lee approach to helping clients retire well, simply provide their basic contact information and I’ll take it from there. For your help in building my practice, I’ll say thanks with a $50 gift card for each qualified* referral. No soliciting, no information sharing, no gimmicks. Just the assistance, support and service you’ve come to expect — from our family to yours.

 

*Qualified referrals are those that result in an office appointment with all decision makers.

Get In Touch!

Are you ready to work with a team of knowledgeable, caring professionals who can help you retire well? If so, fill out the contact form below. We’ll get back to you shortly with an answer to your question or details on setting up an appointment. If you’re interested in providing us with a referral of someone who could use our help, simply complete the form and add your referral’s basic contact details in the Referral Info box below. From all of us at Jim Lee Financial, we look forward to working with you!


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Referrals Form

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