At Karen Lee and Associates, we have found that the clients with whom we work most effectively have some common characteristics.
They want to:
Become financially independent
Be able to educate their children or
Remain financially sound if a disability or
premature death occurs
Ensure that their savings are invested in an
Retire and feel secure
Not be a burden to their children as they age
Travel, buy a new house, a new car and enjoy the fruits of their labor
Work with a trusted advisor who cares as much about their financial future as they do
Worry less and enjoy life more
If these goals and desires align with yours, Karen Lee and Associates can help you!
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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
Karen Lee is a frequent guest
on CNN Newsroom and her
articles have appeared in
How we get paid.Learn More