Leesa Lee

Leesa Lee Email and Phone Number

Do you want to be rich, or do you want to be absolutely certain that you will never be poor? @ Elevate Planning
Leesa Lee's Location
Austin, Texas, United States, United States
Leesa Lee's Contact Details

Leesa Lee personal email

n/a
About Leesa Lee

Have you insured your IRA? Did you know you could do that?Schedule a complimentary consultation with my team today:https://calendly.com/leesalee/consultCan you maintain your current spending in retirement?Maintaining your current spending in retirement depends on careful financial planning and a realistic assessment of your future income sources and expenses. Here's how we can help:• Guaranteed Income: Secure a steady stream of income that won't run out.• Tax Reduction: Implement strategies to minimize your tax burden.• Retirement Savings: Optimize your savings to ensure they last.• Legacy Planning: Ensure your wealth is passed on according to your wishes.• Inflation Protection: Plan to maintain your purchasing power over time.• Lifetime Income: Create an income plan that you can’t outlive.

Leesa Lee's Current Company Details
Elevate Planning

Elevate Planning

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Do you want to be rich, or do you want to be absolutely certain that you will never be poor?
Leesa Lee Work Experience Details
  • Elevate Planning
    President
    Elevate Planning Apr 2019 - Present
    Elevate is a team of wealth management professionals that help our clients create a financial symphony by establishing an integrated financial plan that addresses all areas of personal finance—cash-flow management, establishing spending plans, providing investment guidance, and creating a future plan. We prevent the expansion of inefficient products and strategies that have damaged the financial security of the American public. Our specialization is securing our client’s future within planning, investments, and insurance. We help our clients avoid financial gaps by addressing the full spectrum of their financial past, present, and future.
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  • White Rhino Financial
    Managing Associate
    White Rhino Financial Jan 2015 - Mar 2019
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Jun 2010 - Dec 2014
    New York, New York, Us
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  • Lee Capital Group
    President
    Lee Capital Group Jan 2007 - May 2010
  • Metlife
    Registered Representative
    Metlife Feb 2003 - Jul 2007
    New York, Ny, Us
    View

Leesa Lee Skills

Insurance Retirement Retirement Planning Financial Services Finance Fixed Annuities Life Insurance Disability Insurance Long Term Care Insurance Term Life Insurance Estate Planning Long Term Care Health Insurance Iras 401k Development Recruiting Talent Acquisition

Leesa Lee Education Details

  • Oklahoma State University
    Oklahoma State University
    Psychology
  • Oklahoma City University School Of Law
    Oklahoma City University School Of Law
    Law

Frequently Asked Questions about Leesa Lee

What company does Leesa Lee work for?

Leesa Lee works for Elevate Planning

What is Leesa Lee's role at the current company?

Leesa Lee's current role is Do you want to be rich, or do you want to be absolutely certain that you will never be poor?.

What is Leesa Lee's email address?

Leesa Lee's email address is ll****@****ife.com

What is Leesa Lee's direct phone number?

Leesa Lee's direct phone number is +183230*****

What schools did Leesa Lee attend?

Leesa Lee attended Oklahoma State University, Oklahoma City University School Of Law.

What are some of Leesa Lee's interests?

Leesa Lee has interest in Off Shore Fishing, Snow And Water As Well As Golf.

What skills is Leesa Lee known for?

Leesa Lee has skills like Insurance, Retirement, Retirement Planning, Financial Services, Finance, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Estate Planning, Long Term Care.

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