Jim Lee
President And Founder
Since 1986, Jim Lee has been helping people RETIRE WELL. Starting out as a young, eager college kid, Jim knew he wanted to go into Finance and worked hard to make an impression. Clearly there was never another career more suited for Jim. Having worked the better part of his youth for other insurance companies, he quickly realized his clients weren't getting the whole story. In 1999, Jim became an independent broker so he could offer unlimited products best suited to each individual client. Jim's passion and drive to provide a fully customized retirement package is second to none. Well, that's not entirely true. Jim's family comes first. Always. Jim adores his wife and four teenage kids and is a bona fide dog lover as well. On the weekends you can find him either on the golf course with his two sons, cooking up a storm with his two girls, or both.
Our clients range from singles, couples, families and business owners, retired or not.
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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.