Our Services

Don Lee, CLU, INC offers financial management strategies and advice in the following key areas:

 


  • Investment planning, risk management, college funding, retirement planning, and estate conservation strategies, life and health insurance as well as long term care insurance.

     



Our services are designed to help you answer the following questions:

 



  • How can I get more from my investments?


  • How can I reduce my exposure to risk?


  • How much money will I need to live comfortably in retirement?


  • Am I saving enough?


  • What is the best way to save for college?


  • How can I help minimize estate taxes and preserve more of my assets for my heirs?


  • Do I have the right amount of life insurance?




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