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
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Become a Client
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A look inside the U.S. government's statistics on household net worth.
It's important to understand how inflation is reported and how it can affect investments.
Understanding the economy's cycles can help put current business conditions in better perspective.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
There are hundreds of ETFs available. Should you invest in them?