Bob Lee, Cfp®, Aep®, Cepa® Email & Phone Number

Let’s maximize the value of your business, transition it profitably, and prepare for your next adventure. Are you a business owner of a closely held profitable enterprise who has invested more than money in your business? You’ve put your soul, sweat equity, expertise, and care into your business and no one understands it like you. Most business owners, however, don’t know the steps to take, the experts they need, and the place to maximize the value of their business in order to create their lasting legacy. HOW TO BUILD AND TRANSITION YOUR BUSINESS PROFITABLY As a Certified Financial Planner®, Certified Exit Planning Advisor®, and Accredited Estate Planner® with over 20 years of experience, I support business owners of closely-held businesses with transition planning including succession and exiting.I guide savvy business owners through our intentional process designed to help plan for both the expected and unexpected transition of their business.CUSTOMIZED INVESTMENT STRATEGIESHigh-net-worth investors and families have complex needs, require exclusivity, & seek tailored solutions for their unique situation. I take the time to understand you, your current financial situation, your business dynamics, & your family’s goals. Then we design & implement customized investment and exit planning strategies to navigate your life transitions easily using our extensive expertise in:✦ financial & estate planning✦ wealth management✦ efficient use of tax-advantaged investment strategiesSTRONG RELATIONSHIPMy goal is to work with you and your family for generations to come. I cultivate long term clients who want to collaborate and create comprehensive plans that safeguard wealth and your legacy.TEAM APPROACHWe go beyond investment planning. Our team of professionals customize the blueprint to establish and convert the value of your business into personal wealth—how you will move to the next chapter of your life with peace of mind, knowing there is a plan to transfer ownership on your terms and timetable. As your quarterback I will bring to the table the top experts needed for your unique situation. They may include experts in: ✅ Business Valuation ✅ Exit Planning ✅ Estate Planning ✅ Tax Planning ✅ Risk Management ✅ Wealth ManagementThe planning you do today can lead to achieving expected or exceptional outcomes. Any financial advisor can tell you how to invest your assets but as a business owner, to set yourself up for the legacy you want, we provide the experienced team who understands what your business means and what you want to accomplish.

Listed skills include Investments, Wealth Management, Portfolio Management, Asset Management, and 37 others.