



Welcome to our site. We invite you to explore. Learn about our services. Learn about your financial house and the tools available to strengthen it. Monthly On-Line Newsletter, Upcoming Seminars, Research Articles, Financial Calculators and much more are available here. We encourage you to visit our site often, as we are always adding new material.
By phone, 504-554-8161 or 504-884-2937 or by email, jim.lee@leefinancialpartners.com, we welcome your questions and look forward to hearing from you.
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Click here to view photos from our most recent (2013) Annual Client Appreciation Event. |
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Click here to view photos from our 2012 Annual Client Appreciation Event. |
Serving the financial planning needs of South Louisiana. (Including New Orleans, Baton Rouge, Mandeville, Madisonville, Covington, Slidell, Abita Springs, Lacombe and beyond.)
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.