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
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Calculating your potential Social Security benefit is a three-step process.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
There are things you can do to keep yourself safe when you lose your wallet.
$1 million in a diversified portfolio could help finance part of your retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.