While Larry Lee does tax preparation and payroll services, his special expertise is in crafting financial plans to fit the individual. He understands the complexities of Taxation, Social Security, Investments, and Retirement. Merging his knowledge of these pieces, he tailors a financial plan as unique as you.
At Lee Financial Services, we understand the complexities of Taxation, Social Security, Investments, and Retirement. Whether your plan is to reach financial independence early, or to retire at the expected time, we work with you. You are unique, and have your own definition of financial independence.
At Lee Financial Services, we understand the complexities of Taxation, Social Security, Investments, and Retirement. Whether your plan is to reach financial independence early, or to retire at the expected time, we work with you. You are unique, and have your own definition of financial independence.
Services
As a small, family-owned business, we know all of our clients. We know that each of their situations is unique. Our many loyal clients appreciate integrity and relationship built on trust. Whether you are just starting out on the road of independence, or enjoying your later years in retirement, your unique situation receives our attention.
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.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Reviews (9)
Dorian Gunn
Apr 09, 2021
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I typically don’t write reviews, but I’ve been working with Larry for the past year and everything has been great. He handles my monthly payroll, quarterly taxes, business tax returns, and personal tax returns too. He has been very responsive to my questions and proactive to stay in front of my ongoing tax situation as well as upcoming deadlines. I’ve been very happy working with Larry. I look forward to continue working with Larry for years to come.
Joe Green
Mar 15, 2021
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Jonah Lanclos
Dec 06, 2019
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Wow! I've been doing my taxes since I was 16 years old. I thought I knew what I was doing, but when things started to get more complicated, I needed major help. I thought turbo tax was impeccable, but I was wrong. Last year I paid over $7,000 in taxes...this year, according to turbo tax - over $3,000. I couldn't put the time and energy into figuring out all the rules. This all changed when I scheduled an appointment with Lee Financial services! This guy knows taxes. He saved my wife and I over 2,000 dollars in taxes this year. Stop doing your own taxes...save money and time by setting up an appointment
Marci Barton
Jan 05, 2019
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Thomas
Oct 26, 2018
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Bobbi
Oct 04, 2018
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I've trusted Larry with my personal and business taxes for many years. He is professional, fast, and accurate. He’s found ways to help me that are well beyond what I expected. He’s sends me a list of what I will need every year. He’s taken care of my portfolio, rentals, etc. He’s excellent at what he does!
Jonathan Barnett
Sep 24, 2018
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Naomi Yaste
Sep 15, 2018
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Don Wipf
Jun 02, 2018
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