Lee Generous (CFP®, ChFC®, EA)

Lee Generous focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Entrepreneurs

Estate & Generational Planning Issues

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Planning Specialties

Our focus is ongoing comprehensive financial planning including but not limited to: Business Planning Retirement Planning Tax planning and preparation Estate Planning Risk Planning

Additional Information

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning traditionally delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, tax preparation, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After over a decade in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.