C. Randolph (Randy) Lee, President
Holly S. Lee, Vice President

 

561-747-0455 or 888-747-0455

 

Lee Wealth Solutions (LWS) is a full service investment and financial planning firm with clients throughout the states of Florida, North Carolina,  Arizona, Vermont, Minnesota and California. 

We work with Individual clients, mid-size Business owners, Veterinarians and Physician groups.

Individuals generally work with us for guidance and assistance with Rollovers from 401(k) Plans or other employer sponsored plans (DROP, FRS, 403(b), etc.) or death of a loved one or as a result of a divorce. 

Our Corporate clients come to us for our experience in: Retirement Plans, including Company 401(k) , SEPs and  Asset Protection strategies and Minimization of Taxes. 

We offer complimentary Portfolio Reviews and Consultations.

You will find friendly, ongoing two-way communications to be the cornerstone of our practice. Calls and concerns are always addressed in a timely manner.

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

More Newsletters →