Jim Lee Financial

Welcome to our family! 


We help clients create bright retirement futures!

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Offering Friendly Service


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.

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Helping Clients With:

Insurance

Plan for the unexpected.

Retirement Income Planning

Create an income stream.

Social Security Maximization

Make the most of your benefits.

Legacy Planning

Leave something to heirs or charity.

Workplace Benefits & Defined Benefit Pension

Manage saved resources.

Helping Clients Retire Well


When you work with Jim Lee Financial you become part of the family. And we take care of our family.

How Can I Help You? 


“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.

What Clients Are Saying

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