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. Helping people is our passion.
Larry and Jenni Lee enjoy hiking in the beautiful outdoors, and time spent with family and friends.
Larry Lee
Owner
Larry Lee has over 30 years of experience in the financial services business, and some impressive letters behind his name. He holds a Master’s Degree in Financial Services (MSFS), is a Certified Financial Planner (CFP®), and is an Enrolled Agent (EA). This last designation allows him to represent clients before the IRS.
Larry enjoys helping people. His original training as a math teacher is evident in his patient communication style. His many loyal clients value his warmth and attention to detail.
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.
Client Centered
Whether you are seeking tax help, investment direction, or an over-all financial plan, our personalized service focuses on you. We can help you address your needs of today, and for many years to come. We look forward to working with you.