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
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
One of the most common questions people ask about Social Security is when they should start taking benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
It may help your business be better prepared in the event of the death of a principal or key employee.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Three things to consider before dipping into retirement savings to pay for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.