Shawn Lee uses a holistic planning approach by blending conservative income portfolios and advanced risk management techniques. He strives to enhance return potential while minimizing risk. He realized the value of independence early in his career. Working for one of the “Big Box” financial firms was not an option as the only way to truly serve his clients was to be independent. His investment licensing holds him to a strict fiduciary standard, “Always put the client’s interests first”.
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