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Jim Lee Financial, LLC

About Jim Lee Financial, LLC

Jim Lee Financial, LLC is an independent financial services firm in Encinitas, California, with over 32 years of experience helping clients retire well. Serving San Diego County and clients nationwide, we specialize in retirement income planning, 401(k) and 403(b) rollovers, estate and legacy planning, investment management, Social Security and tax strategies, life insurance, IRAs, RMD planning, federal employee benefits, and 529 college savings plans. Retire Well.

Business Hours

Monday
Tuesday
Wednesday
Thursday
Friday

Products/Services

Financial Advisor
Financial Planner
Estate Planning
Retirement Planning
investment management
legacy planning
Independent Financial Advisor
life insurance planning
Social Security Planning
retirement income planning
Independent Broker
Tax Planning Strategies

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Verified Business [Listing #1899285]
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