Shawn Lee

Shawn Lee Email and Phone Number

I help educate adults 55+ on factors that affect their financial well being on the way to and through retirement. As an independent fiduciary, I can help identify and achieve their vision for retirement. @ Beacon Wealth Advisors
huntersville, north carolina, united states
Shawn Lee's Location
Charlotte Metro, United States
Shawn Lee's Contact Details

Shawn Lee personal email

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About Shawn Lee

Founder and President of Beacon Wealth Advisors, established to provide independent retirement and financial advice to adults 55 to 70 years old. With 18+ years of experience and recognized as an industry expert and educational speaker, we detangle the web of financial products and tax laws that impact the financial well-being of individuals in retirement.We work with pre-retirees and retirees who:- don't know or understand the massive impact taxation can have on their retirement goals- have never considered the risks during retirement - haven't had a chance to think through legacy planning- aren't quite clear on the plan for income from retirement fundsIf you find you're among the many who aren't exactly clear on your upcoming retirement plan, or feel you're currently not maximizing your financial position in retirement, feel free to reach out to me at shawn@mybeaconwealth.com.

Shawn Lee's Current Company Details
Beacon Wealth Advisors

Beacon Wealth Advisors

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I help educate adults 55+ on factors that affect their financial well being on the way to and through retirement. As an independent fiduciary, I can help identify and achieve their vision for retirement.
huntersville, north carolina, united states
Website:
mybeaconwealth.com
Employees:
4
Shawn Lee Work Experience Details
  • Beacon Wealth Advisors
    President
    Beacon Wealth Advisors
    View

Shawn Lee Education Details

Frequently Asked Questions about Shawn Lee

What company does Shawn Lee work for?

Shawn Lee works for Beacon Wealth Advisors

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

Shawn Lee's current role is I help educate adults 55+ on factors that affect their financial well being on the way to and through retirement. As an independent fiduciary, I can help identify and achieve their vision for retirement..

What is Shawn Lee's email address?

Shawn Lee's email address is sh****@****dio.com

What schools did Shawn Lee attend?

Shawn Lee attended Appalachian State University.

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