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What to Expect

Lee Investment Management believes strongly in the financial planning process.  We believe a formal process provides the greatest chance that we will be able to understand your values and needs and provide solutions to meet your individual goals.

These steps include:

1.  Establish the Client-Planner Relationship.  A complementary initial consultation will determine whether Lee Investment Management is a good fit for your financial needs.
2.  Gather Data.  Lee Investment Management will help you determine your goals and set expectations for the relationship.  We may seek to speak with your other advisors, i.e. accountant, insurance agents and estate planning attorney, at this time.
3.  Analyze and Evaluate the Current Situation.  We will analyze the data you provide to evaluate your current financial condition.
4.  Develop and Present the Plan.  We will develop and present a written plan designed to meet your financial goals.
5.  Implement The Plan.  We will help you establish and consolidate investment accounts and implement the portfolio recommendations.   We may work with your accountant, insurance agents and estate planning attorney to implement portions of the plan.
6.  Monitor the Plan.  We will monitor all aspects of the plan and rebalance the portfolio when necessary.  We will have regular reviews to make sure your plan is on track and changes to the plan will be made when your circumstances or needs change.

The content of this website is provided for informational purposes only, and does not constitute a recommendation, advice or an offer to sell any product or service. It is not a complete description of Lee Investment Management's investment advisory and financial planning services or performance. Information on this website should not imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site. Information and opinions are current up to the date of publication and are subject to change without notice. These overviews are not a substitute for professional tax or legal advice. The content of this web site is owned by Lee Investment Management and is protected by intellectual property rights. This website may contain links to websites not maintained by Lee Investment Management. Lee Investment Management is not responsible for the contents of any linked site or any link contained in a linked site, nor does inclusion of a link in this website imply recommendation, approval or endorsement of the site by Lee Investment Management.

The content of this website is provided for informational purposes only, and does not constitute a recommendation, advice or an offer to sell any product or service. It is not a complete description of Lee Investment Management's investment advisory and financial planning services or performance.

Information on this website should not imply that past results are an indication of future performance.

There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site. Information and opinions are current up to the date of publication and are subject to change without notice. These overviews are not a substitute for professional tax or legal advice.

The content of this web site is owned by Lee Investment Management and is protected by intellectual property rights.

This website may contain links to websites not maintained by Lee Investment Management. Lee Investment Management is not responsible for the contents of any linked site or any link contained in a linked site, nor does inclusion of a link in this website imply recommendation, approval or endorsement of the site by Lee Investment Management.

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