Resources

Other ways Jim Lee Financial can help

Renowned author and poet Maya Angelou once said, “When we know better we do better.” At Jim Lee Financial, we consider education one of the most important services we provide to our clients. In working with us, we’ll never simply tell you what to do. Instead, we focus on educating you about the options available and work with you to identify exactly how each strategy may work in your overall plans for retirement.From our quarterly newsletters and annual client reviews to a referral program that helps us help a growing number of individuals and families, we’re committed to keeping the Jim Lee Financial family connected with pertinent information you can use to better prepare for what’s ahead. We value your loyalty and consider caring for each of our clients our top priority.We encourage you to take a moment and browse around through our resources. You may find exactly what you’re looking for to help make more educated decisions on how to retire on time, in style and with confidence. If there’s something specific that you’re interested in that you can’t find here, send us an email or give us a call and we’ll be happy to help.