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To help people work towards their goals, we create comprehensive, written financial plans, including estate planning where necessary. Developing a plan, implementing it, reviewing and updating annually, can help you define your financial possibilities and pursue your goals.
We use a variety of insurance and investment vehicles to help you implement your planning strategies. Our services and products are summarized below:
Financial Planning
Estate Planning
Investment Products
- Current Investment analysis
- Mutual Funds
- Brokerage Services – Stocks, Bonds
- Wrap Accounts – Mutual Fund Wraps, Retail, Institutional, Separate Accounts, REIT’s
- Annuities – Variable, Fixed, Immediate
Retirement Accounts
- IRA's – ROTH, Traditional IRA
- Qualified Retirement Plans – Individual 401(k), SIMPLE IRA, etc. Corporate 401(k)
Educational Funding Plans
- Section 529 Plans
- Coverdell Education Accounts
Insurance Products
- Life Insurance – Term life, Universal life, Variable universal life
- Disability Income Protection – Individual, Group, Business overhead, Disability buy-out
- Long Term Care
- Corporate Group benefit plans
Securities, advisory services, and Financial Planning offered through LPL Financial, a registered investment advisor,
Member FINRA / SIPC.| The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, MN, NC, OH, SC,TX, VA, WA. | Karen Lee & Associates, LLC, Integrated Financial Group, Inc., and LPL Financial are not affiliated.
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