We help clients create bright retirement futures!
When you partner with Jim Lee Financial, you become part of our big family. We want to get to know you, listen to your needs and concerns, and provide options to help you achieve your retirement goals. Every client brings a unique set of circumstances, and deserves a customized strategy.
Individuals and families grow and evolve over time. Your retirement income plan and insurance strategy should too.
Plan for the unexpected.
Create an income stream.
Make the most of your benefits.
Leave something to heirs or charity.
Manage saved resources.
When you work with Jim Lee Financial you become part of the family. And we take care of our family.
“Whether your future goals include retiring or working, downsizing or upsizing, traveling or being a homebody, I have the know-how and the heart to help you develop a strategy and put a plan in place to reach your goals.”
~ Jim Lee, Licensed Insurance Professional, President & Founder.
“One thing I’ve always appreciated about Jim is that he seems to live the life he sells you. By that I mean that security for the family comes first. And really, what else is money about?”
~ Kent B.
“I have been drawn to Jim because of his integrity, honesty and positive outlook on life that has never wavered during these past 20 plus years of association. Throughout life we are always looking for people we can look up to and completely trust — whether with family or finances — Jim is one of those people.”
~ Jay B.
“We would recommend Jim to anyone we know. He is both honest and trustworthy. He is careful to explain everything he does so we feel comfortable with our financial decisions.”
~ Shirley J.
“Jim does not have a cookie cutter approach. Rather, he listens to what I want and finds the right financial instrument to meet my needs. I am so thankful for Jim’s advice and plan on staying with him for the long haul.”
~ Shauna S.
“Partnering with Jim Lee has developed into a relationship of trust and confidence, knowing that he will go above and beyond to give my clients sound retirement advice. All of the clients I have sent to Jim are extremely satisfied to know they will be able to retire with a solid financial plan.”
~ Kristin R.
“You make me lots of money with great investments! I like the birthday lunches also!”
~ Beth H.
“Jim Lee is in it for the long haul, 20 plus years and counting…”
~ Paula W.
“I love Jim Lee because you helped me help my Mom.”
~ Diane M.
“Jim Lee took such great care of mom’s finances and made a big difference in her life.”
~ Kathleen A.
“Jim, every time I went to your house as a little girl to sell Girl Scout cookies or wrapping paper you bought 10x the average person! You generous, soul, you! ."
~ Olivia S.
“Jim is the best! Known him about 30 years and he has been of great help.”
~ Cheryl S.
“Just met Jim and he helped me more than I expected. He also is keeping me posted of what to expect. Thank you!”
~ Penny A.
Our clients range from singles, couples, families and business owners, retired or not.
Call us at (760) 436-1711 or fill out the form below to schedule a complimentary consultation with us.
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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.