Emerging Advisor

Achieve Breakthroughs with your Financial Practice

Sean P. Lee, MSFS

“Using a team approach, we can close the gaps between your current status and your future goals, helping you make wise decisions concerning your wealth. It is our responsibility to thoroughly understand those goals and dreams, leveraging our experience and expertise to help you realize them”

Scott Dougan

“Developer of a proprietary 4 Step Complete Planning Review Process, Scott utilizes this straightforward approach for assessing the impact of any major financial decisions, most specifically in the areas of income, tax and risk exposure.”