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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The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
There are ways to improve your physical fitness without denting your fiscal fitness.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This worksheet can help you estimate the costs of a four-year college program.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential capital gains taxes due on your transactions.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
What are your options for investing in emerging markets?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A bucket plan can help you be better prepared for a comfortable retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.
Learning more about gold, and its history, may help you answer that question.