Jim Lee Financial
  • Home
  • About
    • Our Team
    • Our Associates
    • Our Modern Family
    • Happy Holidays
    • Flat Jim
  • Services
    • Retirement Planning
    • Wealth Management
    • Legacy Planning
  • Resources
    • Videos
    • Referral Program
    • Newsletter
    • Blog
  • Contact
Select Page
Who are You Thankful for This Year?

Who are You Thankful for This Year?

by Jim Lee | Nov 20, 2020 | Life Insurance, Retirement, retirement planning

Who are you thankful for this Thanksgiving? You likely have some relationships in your life that are extra meaningful. Perhaps you’re thankful for a spouse or partner? Or maybe your children? Or perhaps siblings, friends, or even coworkers? Do any of those...

How Will Health Care Costs Impact Your Retirement?

by Jim Lee | Nov 12, 2018 | Life Insurance, Retirement, retirement planning

What will be your biggest costs in retirement? Housing? Travel? Food? Taxes? You may spend a substantial amount on all of those items, but there’s one expense category that could be even bigger. It’s health care. You might assume that Medicare will cover most or all...

CALL 760.436.1711

CALL 760.436.1711
FaceBook Link Linkedin Link
O: (760) 436-1711  |  F: (760) 268-9879  |  [email protected]
937 S. Coast Highway 101, Suite C-206  |  Encinitas, CA 92024  |  CA INS LIC #0710939
Licensed Insurance Professional. Respond and learn how life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. Privacy Policy