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 comprehensive strategy using the The Bucket Strategy process, and impeccable customer service. Read on for more on our planning process and The Bucket Strategy®.