Welcome to Schrette & Lee
We’re Transforming Wealth Management
Whatever your financial goals, no matter how big your dreams, you deserve an investment strategy that is meant for you and your lifestyle.
It's our job to find it.
In today's ever changing and complex world economy, we believe that “right now” is the “right time” for you to be working with an independent financial advisor, and finding one that is committed to putting your needs ahead of their own is critical.
That's what we do.
Perhaps more importantly, at Schrette & Lee Wealth Management we have no production commitments to any organization, no proprietary products we are required to offer and no preferred product partners we are trying to keep happy, thereby allowing us to remain independent and flexible in our choice of wealth management solutions for our clients.
It's a very different approach from some other firms.
Interested in learning more about us? click here
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Term insurance is the simplest form of life insurance. Here's how it works.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.
A quick history of the Federal Reserve and overview of what it does.