Our Process
The development of an initial comprehensive financial plan marks the beginning of Lee Financial Corporation's long-term relationship with our clients. The process begins with a free consultation to discuss Lee Financial Corporation’s services in relation to a client's needs and objectives. We thoroughly review a client's current financial situation, personal circumstances, life goals, and specific objectives. As the plan begins to take shape, we start developing specific solutions to help reach desired results. After reviewing the comprehensive plan and adjusting it as necessary, we implement the agreed-upon plan of action and then monitor it on a continuous basis.

Our knowledge of the ever-increasing complex financial markets helps us make necessary changes to clients' financial plans. Additionally, we realize that everyone's goals change over time. Therefore, the plans must be flexible and adaptive to ever-changing needs and objectives. For these reasons, we meet regularly with our clients to review their plans.

Lee Financial also provides our clients with a wide range of investment opportunities both in the public and private sectors. We use asset allocation and diversification techniques to create investment portfolios with an emphasis on balancing risk and return.

Lee Financial Corporation offers quality service in the following areas:

• Management of Goals and Objectives
• Balance Sheet Creation and Tracking
• Cash Flow Analysis and Tax Projections
• Financial Planning, Estate Planning, Insurance
• Retirement Planning and Educational Planning
• Compensation/Benefits Planning and Business Strategic Planning
• Investment Analysis, Management, and Monitoring
• Strategic and Tactical Asset Allocation
• Risk/Return Analysis
• Family Foundation Management
• Special projects upon request

In addition, we will coordinate our services with those of our clients' other advisors (CPA, lawyer, insurance agents, etc.) to ensure the synchronization and integration of all financial aspects.