561-747-0455 or 888-747-0455

 

Now, more than ever, people need lifetime income to replace the loss of traditional pension plans, the uncertainty of the Financial Markets, Social Security and Employer Sponsored Retirement Plans.

Are you looking for a guaranteed stream of income, tax reduction strategies or a new unbiased look at your portfolio?

Lee Wealth Solutions (LWS) is a full service financial planning firm headquartered in Palm Beach Gardens, Florida serving clients throughout the states of Florida, Georgia, North Carolina,  Arizona, Vermont, Michigan, Minnesota and California. 

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.

 

  •  
  •  
Calculators

Capital Gains Taxes

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

More Calculators →

Newsletters

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

More Newsletters →