Client Center

Click the link below to access your accounts and your WealthVision Profile.

LPL Account View


Other Useful Links

AARP

Academic Common Market

FINRA

Free Credit Reports

Georgia Department of Revenue

Georgia Secretary of State

Hope Scholarship

Internal Revenue Service

Karen Lee Talks Money

Medicare

Saving for College

SEC

SIPC

Social Security Administration


The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Client Center

To access your accounts,
please click below.

Go To Client Center

About Us

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

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Services

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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