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 wealth management solutions for our clients.
It's a very different approach from some other firms.
Watch our online seminar at www.schretteandleepresents.com
Interested in learning more about us? click here
Become a Client
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
For some, the social impact of investing is just as important as the return—perhaps, more important.
The uncertainties we face in retirement can erode our sense of confidence.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential capital gains taxes due on your transactions.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learning more about gold, and its history, may help you answer that question.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
There’s an alarming difference between perception and reality for current and future retirees.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.