Our President, Lee Grossman, is a CERTIFIED FINANCIAL PLANNER practitioner and an Investment Advisor Representative of Woodbury Financial. To become a CERTIFIED FINANCIAL PLANNER professional, Lee took extensive courses for several years and passed six examinations covering investments, taxes and estate planning.
Lee is also a Chartered Life Underwriter (CLU). This designation specializes in estate planning and life insurance. Lee completed five core courses and three elective courses, and successfully passed all eight two-hour, 100 question examinations in order to receive the CLU designation. Lee has been a member of NAIFA and FPA for many years.
Lee is also a Chartered Life Underwriter (CLU). This designation specializes in estate planning and life insurance. Lee completed five core courses and three elective courses, and successfully passed all eight two-hour, 100 question examinations in order to receive the CLU designation. Lee has been a member of NAIFA and FPA for many years.
Services
Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees. Lee has developed a specialty in working with retirees and those about to retire who want to preserve their principal and help ensure that their money lasts.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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