About Us

Karen Lee and Associates helps you take the complexity out of financial planning, offering simple and direct strategies to your current financial needs.

Do you live with the nagging feeling that you really should do a comprehensive review of your financial situation, but it never moves to the top of your "to-do" list?

Have you made attempts to assess your finances, only to become frustrated and overwhelmed?

Are you confused by the multitude of opinions on how and what to invest in?

When working with Karen Lee and Associates, you will receive the education, guidance and support you need to make good, solid financial decisions with the goal of making your dreams come true!

We look forward to helping you plan for your life!

Our Team

Our years of experience allow us to guide you in the multitude of financial decisions you will make in your life. We are dedicated to providing strategies and service for all your financial needs.

Our Philosophy

At Karen Lee and Associates, we adhere to a foundation of guiding principles and disciplined approaches in making financial and investment decisions with clients.

Our Consortium

Integrated Financial Group is one of the largest independent financial planning consortiums in the country.

Video: Obstacles and Opportunities in Financial Planning

Thursday, April 09, 2015

Integrated Financial Group is a consortium of independent financial planners who are deeply committed to the future well-being of their clients. Find out what we think about obstacles and opportunities in financial planning by watching this inspirational one-minute video.

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About Us

You can be sure you are working with someone who has passed a stringent vetting process.

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We use a variety of insurance
and investment vehicles to
help you implement your
planning strategies.

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In The News

Karen Lee is a frequent guest
on CNN Newsroom and her 
articles have appeared in
many publications.

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