Prospective Clients

At Karen Lee and Associates, we have found that the clients with whom we work most effectively have some common characteristics.

They want to:

  1. Become financially independent

  2. Be able to educate their children or

  3. Remain financially sound if a disability or
     premature death occurs

  4. Ensure that their savings are invested in an
     appropriate way

  5. Retire and feel secure

  6. Not be a burden to their children as they age

  7. Travel, buy a new house, a new car and enjoy the fruits of their labor

  8. Work with a trusted advisor who cares as much about their financial future as they do

  9. Worry less and enjoy life more

If these goals and desires align with yours, Karen Lee and Associates can help you!

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.

Learn More


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

Learn More

In The News

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

Learn More

Fee Structure

How we get paid.

Learn More