Broker Check

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.

Services Available:

Financial Planning

Retirement Income Analysis

College Education Funding

Risk Management Assessment Including:

Life, disability, and long-term care solutions

Second Opinions

Working together to achieve your goals and pursue your dreams

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