Lee Wealth Solutions Opens New Location Expanding Customer Access to Comprehensive and Objective Financial Services
At a time when saving for the future seems difficult, it still remains necessary. Lee Wealth Solutions is a boutique style financial planning firm that offers personal and confidential financial planning and investment services to people of all income levels from across the country. Lee Wealth Solutions gets to know their clients, their needs, goals and objectives before coming up with a plan for their future. The time to start planning for you and your family's future is now.
West Palm Beach, FL, May 14, 2012 --(PR.com)-- Lee Wealth Solutions, the firm dedicated to making your financial planning experience an educational and informative process, is proud to announce the opening of a new location on West Indiantown Road in Jupiter, Florida.
In a time when many feel uncertain about their financial future, Lee Wealth Solutions believes timing is everything, and there is no better time than now to have a solid financial plan. Lee Wealth Solutions wanted to make client access in Palm Beach County as easy as possible. “Our firm has experienced solid growth over the past three years, and we wanted to make it convenient for our clients who live or work further north to come into the office,” says Randy Lee, President and Financial Planner at Lee Wealth Solutions. “We are very proud to expand our services offering clients an objective financial outlook for their future, and help guide them towards a plan that is suited for their needs.”
Lee Wealth Solutions (LWS) is a full service boutique financial planning firm headquartered in Jupiter, Florida serving clients throughout the states of Florida, Georgia, North Carolina, Arizona, Vermont, Michigan, Minnesota, California and Ohio.
Emphasis and assistance in the following areas: Minimization of Taxes, Asset Protection Strategies, Professional Money Management, Wealth and Estate Planning Strategies, Divorce Planning and Settlements, Life Insurance and Long Term Care, Business Succession Planning, SEP, 401(k), IRA, Retirement Income, Inheritance Planning, Rollovers/Transfers from employer sponsored plans such as DROP, FRS, 403(b), 457, Pension Plans.
In a time when many feel uncertain about their financial future, Lee Wealth Solutions believes timing is everything, and there is no better time than now to have a solid financial plan. Lee Wealth Solutions wanted to make client access in Palm Beach County as easy as possible. “Our firm has experienced solid growth over the past three years, and we wanted to make it convenient for our clients who live or work further north to come into the office,” says Randy Lee, President and Financial Planner at Lee Wealth Solutions. “We are very proud to expand our services offering clients an objective financial outlook for their future, and help guide them towards a plan that is suited for their needs.”
Lee Wealth Solutions (LWS) is a full service boutique financial planning firm headquartered in Jupiter, Florida serving clients throughout the states of Florida, Georgia, North Carolina, Arizona, Vermont, Michigan, Minnesota, California and Ohio.
Emphasis and assistance in the following areas: Minimization of Taxes, Asset Protection Strategies, Professional Money Management, Wealth and Estate Planning Strategies, Divorce Planning and Settlements, Life Insurance and Long Term Care, Business Succession Planning, SEP, 401(k), IRA, Retirement Income, Inheritance Planning, Rollovers/Transfers from employer sponsored plans such as DROP, FRS, 403(b), 457, Pension Plans.
Contact
Lee Wealth Solutions
Christine Weiss
561-747-4278
leeweathsolutions.com
Christine Weiss
561-747-4278
leeweathsolutions.com
Contact
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