ATTENTION BABY BOOMERS & GEN XERS
“Rounding Third: Preparing your finances for the home stretch to retirement”
BOOK
If you’re ready to have clarity and thrive in your retirement, then you’ve come to the right place.
In Rounding Third, Sean writes everyone's unique financial situation demands fact-driven, logical decision. Sean believes it's always better to shut out the financial chatter and avoid fearful rhetoric. With that in mind, he cites three key questions consider when choosing a financial coach.
- Are your financial priorities aligned?
- Does it sound too good to be true?
- Do you understand the fees you're paying?
Find out the answers to these questions and more by getting our free book. I’m going to send everything to you 100% FREE – just fill in the form below and click the button -– we’ll ship it out to you immediately!
ABOUT THE AUTHOR:
Sean P. Lee
Managing Partner, Investment Advisor Representative
Since 2002, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them. He thoroughly educates his clients about the ins and outs of each of their financial decisions to help create and execute a material financial plan. As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.
Sean’s mission is to inspire our clients to experience a real relationship with a financial firm unlike anything they have ever had before, by placing the highest importance on business ethics, world class professionalism, unbiased counsel and an extension of public knowledge on current issues affecting retirees and their heirs.
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