Our Firm

Planning for your Future

James J. Lee, Jr. ("Jim"), Founder, President and Chief Investment Officer of Lee Financial Partners, LLC, has over 42 years of experience in the financial services industry. Throughout his career, he has designed and cultivated portfolios for retirement planning, investment planning, business continuation planning, business benefit planning and education/college funding. His areas of experience and knowledge include Asset Planning and Design for individuals, families and businesses.

Exercising the highest standards in Investment and Portfolio Planning, each plan is highly individualized and executed meticulously. Risk tolerance and cash needs are assessed at each phase. The goal is for wealth accumulation during working years, retirement planning and distribution of wealth to heirs.

For businesses, Lee Financial Partners, LLC focuses on succession, key employee planning and benefits that help to attract and retain quality employees.

Whatever position you find yourself in, no matter how challenging your Portfolio may appear, rest assured, we can help.

Contact us to start investing smarter today.