Team

Chris, a lifelong resident of the state of California, takes great pride in making retirement planning “people friendly.” Chris’s training and experience has helped him gain extensive knowledge in the areas of preservation and distribution of wealth, retirement planning techniques, managing financial risk, and helping protect assets from catastrophic illness. With over 20 years experience, he enjoys helping his clients take control of their Retirement Dreams, not only from a standpoint of pursuing returns, but also keeping it simple and easy to understand. His primary objective is to help provide a safe and effective way for his clients to protect and preserve their estates while helping them to pursue returns on their investments. He accomplishes this through a blend of financial services that are tailored to each client’s specific financial needs.

Too many times a client will have doubt of their financial future because of complicated concepts and a feeling of not being able to ask the right questions. Together, we will determine what YOUR dreams are and YOUR ability to obtain them; this is YOUR Retirement Dream. I’m here to help you bring it to Reality.

Call me, and I will work with you to help ease the Retirement Planning Process!

Founder and CEO, Stoney Lee specializes in comprehensive financial planning, investment and insurance consulting for individuals, their families, businesses and institutions. Stoney is dedicated to understanding and appreciating the values and financial concerns of his clients and assists in building long term relationships by tailoring advice to help achieve his client’s life goals with financial confidence.