Advisor profile


My approach

Thomas Lee - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Thomas Lee - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance
  • Estate Planning Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Interests

Biking, camping and traveling with my family.

Community participation

I am active in service at my church, Living Word Christian Center and lead a men's discipleship group.

  • Living Word Christian Center

Previous experience

  • Stevens Foster Financial, 2001-2003
  • IAC Securities, 1997-2001
  • Franklin Financial Services, 1985-1997

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.