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 grandchildren
- Be able to cope if a disability or premature death occurs in the family
- Ensure that their savings are invested in the best possible way
- Retire and feel secure
- Not be a burden to their children as they age
- Travel, buy a new house, a new car, 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!
Securities, advisory services, and Financial Planning offered through LPL Financial, a registered investment advisor,
Member FINRA / SIPC.| The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, MN, NC, OH, SC,TX, VA, WA. | Karen Lee & Associates, LLC, Integrated Financial Group, Inc., and LPL Financial are not affiliated.