Who we serve

Whether you are an individual investor looking to build a secure retirement, or a small business owner who needs assistance with your professional and personal financial goals, our team is well-equipped to help create an intelligent plan, implement the most appropriate strategies and provide ongoing reviews to help your investments remain on-track to pursuing the financial life you desire.

Our services include:

• Financial Planning
• Investment Services
• Hourly Consulting
• Business Services
• Trust & Estate Services
• Additional Services

Individuals and Families

There’s no perfect route to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. Knowing which way to turn in a marketplace filled with ever-changing lists of products, services and strategies can be confusing. That is why we are here to help. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, our goal is to help you find the smoothest, most stress-free path to get from here to your financial goals.

We specialize in developing financial and retirement planning strategies for individuals and families. Our team includes three CERTIFIED FINANCIAL PLANNER™ professionals, bringing the skill and experience families require to pursue multiple financial goals and objectives. Our wealth planning services include:

• Comprehensive financial planning
• Retirement income planning
• Insurance and risk management
• Asset allocation and tax-efficient investment strategies
• Estate and legacy planning

For more information about our individual and family-centered services call us today.

Business Planning Services

You have worked hard for your business. Strong Gaddy Lee provides thorough business services to help manage your assets, protect your hard work and plan for the future including:

• 401(k)/corporate retirement plans
• SEP IRAs/SIMPLE IRAs
• Executive compensation plans
• Cash-management services
• Business succession planning
• Key person insurance