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SERVICES

How I Can Help

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

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Retirement assets can be exposed to four major financial risks:

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  • Market Risk

  • Withdrawal Rate Risk

  • Longevity Risk

  • Medical Expenses/ Long-Term Care Expenses
     

We can help you reduce these risks through a wide
range of services and solutions, including:

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

Insurance Reviews

Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.

Medicare & Medicaid

No matter what your situation is, we can help you find assistance for medical expenses. We work to get the best plans available for you.

Income Strategies

Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.

Tax Planning

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

Long-Term Care

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

Schedule an
Appointment

Schedule an appointment with Judith Lee Retirement to discuss any questions you have about finances or retirement.

Schedule Today

Schedule an
Appointment

Thank You for scheduling an appointment, we will be in touch with you soon.

Schedule a Appointment

(772) 563-8005

JudithJee.sfg@gmail.com

Disclosure

This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.

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Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Unauthorized use of the material is prohibited

Contact Us

(772) 563-8005

JudithLee.sfg@gmail.com

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© 2022 Judith Lee Retirement All Rights Reserved

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