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

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Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

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