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How We Work

At Tina Wells Lee & Associates, we deliver more than just a financial plan or investment advice.  We work with you to understand what's important and why.  In the process, we become your confidante and financial concierge.

Your goals and personal needs are important.  Our mission is to work together to develop, implement, and monitor your personal strategy to help you achieve your financial goals.

You can expect seasoned professionals, a unique strategy using the Advanced Time Segmentation® process and impeccable customer service.  For more in depth details about what we do please click on the "what we do" tab above.

Working together to achieve your goals and pursue your dreams

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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