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
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
There are nearly 1,200 ETFs available. Should you invest in them?
When do you need a will? The answer is easy: right now.
Recent changes in estate tax laws could affect the strategy you have in place.
Learning more about gold, and its history, may help you answer that question.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.