Value Proposition
Client Value Overview
We serve families with discreet, values-driven guidance. Every recommendation is coordinated across your financial life so your investments, taxes, retirement, estate planning, and legacy remain aligned.
Custom Investment Solutions
Investment strategies customized around your family's objectives.
- Portfolio Reviews & Rebalancing
- Individual Stocks
- SMAs
- ETFs
- Mutual Funds
- Alternative Investments
- Values-Aligned Investing
- 401(k), HSA & 529 Planning
Holistic Financial Planning
Comprehensive planning that brings together every piece of your financial picture.
- CPA & Attorney Coordination
- Retirement Planning
- Social Security Analysis
- Tax Scenario Modeling
- Cash Flow Planning
- Business Owner Planning
Relationship, Balance Sheet & Governance
Helping families organize, simplify, and oversee their financial lives.
- Balance Sheet Review
- Debt Strategy
- Asset Allocation
- Manager Selection
- Structured Reviews
Tax & Philanthropy
Thoughtful planning designed to maximize impact and preserve wealth.
- Annual Tax Review
- Roth Conversions
- Donor Advised Funds
- Qualified Charitable Distributions
- Family Foundations
- Charitable Trusts
Retirement Income & Cash Management
Strategies that help turn accumulated wealth into dependable retirement income.
- Distribution Planning
- Required Minimum Distributions
- Cash Management
- Fraud Protection
- Travel Benefits
- Private Client Services
Risk Management & Education Planning
Protecting what you've built while preparing future generations.
- Insurance Review
- Long-Term Care Planning
- Disability Planning
- Medicare Planning
- 529 Plans
- UTMA/UGMA Strategies
- Generation Skipping Trusts
Behind the Scenes
While you see the results, we're continually monitoring markets, coordinating with your CPA and attorney, reviewing tax opportunities, and ensuring every recommendation supports your family's long-term goals. That's the value of having The Lee & Dunn Group working alongside you.
For more information about our practice and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
TheLeeAndDunnGroup@RWBaird.com | 530-271-3000