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
Ready to Retire? Have You Taken These 3 Planning Steps?

Ready to Retire? Have You Taken These 3 Planning Steps?

by Jim Lee | Aug 7, 2018 | Retirement, retirement planning

When’s the right time to retire? It’s a question that nearly every worker struggles with at some point. Unfortunately, there’s no universal correct answer. Your decision on when to retire should be based on your unique circumstances, such as your objectives, needs and...

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