Christopher Lee Financial, LLC

We use a customized and disciplined approach to the financial planning process. We provide fee and non fee based financial planning that includes retirement and investment savings, college planning, estate planning, and short and long term goal planning. We also offer asset management using individual stocks and bonds, mutual funds, and exchange traded funds. We offer life insurance, disability insurance, long term care planning, and annuities that offer fixed and variable returns along with guaranteed income for life.