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A Pathway As Unique As You

All-encompassing service for our clients.

Tax preparation, Financial Planning and Advice, Investment Strategies, and more. It is never too soon to start.

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About Larry Lee

About Larry Lee

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.

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Younger Investors

Younger Investors

We create strategies that are tailored to your needs and goals.

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Entering Retirement

Entering Retirement

Years of experience have prepared us to guide you through your life transitions.

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Business Owners

Business Owners

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Where Do you Want Your Financial Roadmap to Take You?

Where Do you Want Your Financial Roadmap to Take You?

Our clients value attention to detail, integrity, and tested expertise.

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. No single financial strategy fits all. Merging knowledge of all these pieces, we create a plan as unique as you.

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