Lee J. Adelson's Linkedin Analytics

What do you want to be known for? And how do you want to be remembered? It is my belief that- “Every person has the right, duty, and obligation to themselves, their family and their business & employees to provide for and protect their ability to enjoy a financially secure life.” I want my clients to know that I have as much care, compassion, and concern about their financial success as they do. My commitment is to help them protect their assets, manage wealth and enjoy it when they want, and how they want- at any point in time in their life. This is why I live my life through what I call my Worthy Ideal, which is: “To educate and inspire my professional and entrepreneur clients to be their best at getting better financially-both personally and professionally, so they can live a life of dignity and significance for themselves, their family, their business, and their community. That is why I do what I do!” Potential benefits to my philosophy 1. It helps my clients to grow their wealth responsibly 2. It helps my clients manage wealth to enjoy & live the way they want 3. It helps my clients pass assets to heirs in the most efficient manner available 4. It helps protect against threats to their income & assets 5. The plan is designed to work in most economic conditions I hope this philosophy and strategy resonates with your way of making important decisions. I’m sure you will agree, aside from the health and happiness of you and your loved ones, planning for your financial stability is one of the most important responsibilities before you. For more information or to schedule a meeting please contact me at [email protected] or 781-292-3260. Uncommon Thinking. Uncommon Results. Working with Professionals, Business Owners, Emerging and High net worth individuals, I act as the quarterback to coordinate all the aspects of their financial world, putting in place the plans necessary to protect the well being of my clients, their family, and their business. /COMPLIANCE:2024-2881/