ABOUT
Judith Lee
Independent Agent
As an independent insurance agent working with all the major insurance companies, I can offer investment options tailored to individual needs. I limit my business to fixed annuities, as I myself am an advocate of no loss, no fees, no probate, tax deferral, and opportunity for market growth.
My other area of expertise is Medicare/Medicaid. I enjoy helping and education people, and providing peace of mind. My work is as rewarding as the remuneration. My clients are more than appreciative, and I am devoted to them.
Originally from Boston, I've been in Florida for fifteen years serving the Space and Treasure Coasts and beyond.
My Business Values
For those who are looking for financial advice, I realize the available options are many and deciding who to work with is a challenging problem. Listed below are my values which we hope will give you a better understanding of how I operate
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People Matter – I believe that each person is innately valuable and worthy of respect and honor. I believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
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Integrity Matters – I believe that integrity and truth matter. I believe that I need to conduct my business in such a way that it stays above reproach. I believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
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Communication Matters – I believe that communication with my clients builds and maintains the trust that is necessary for business relationships to reach their full potential. I believe that my clients deserve the type of communication that is frequent, timely, truthful, & relevant.
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Service Matters – I believe that good service is practical and that great service is necessary in the pursuit of business excellence. I will pursue perfection for each individual retirement.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
