Jeffrey Lee
Principal at Jeffrey Lee Financial
Based in Los Angeles, United States
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Seniority
Director
Department
Finance & Accounting
Location
Los Angeles
Industry
Financial Services
Company size
1
Contact information
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j•••••••@jeffreyleefinancial.com
Phone
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Background
About Jeffrey Lee
I want to coach and assist individuals on how to protect their wealth, eliminating the confusion of taxes so that they can safely and effectively navigate down the mountain of their success into retirement. Over the past 28 years I've helped my clients find money they never knew they had, and avoid being 6th in line to collect their retirement income. I believe that where your money is held is more important than what it can earn. 75% of the failure in typical financial planning models will occur on the distribution phase of wealth. Has your planner shared with you the five parts of the tax code that refer to EXEMPT income, as in NO TAXES are due? If you could retire and have all of your income TAX FREE would you want to learn how to accomplish it?
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