“Lee, his staff, and partners have been advising me on my insurance and financial planning concerns for well over twenty years. As my needs have changed from those of a single parent and businesswoman wanting protection and security for my children, to those of retirement and legacy planning, Lee has provided consistent and unwavering support. His positive attitude and real world advice have been extremely supportive. On the few occasions when I have chosen different options, Lee has still been there to make things work. He and Ann are very accessible and patient in justifying their recommendations. They have spent many hours explaining their philosophy and approach to my daughters and myself. His office staff is friendly and competent.
In approaching retirement, I have, of course, confronted anxieties about making my assets "last." With due diligence to this concern, I have met with a number of financial planners and investment advisors. I still come back to Lee. He is passionate about his company and his work, and very committed in his approach to asset management. I appreciate that Lee has looked at my needs and resources strategically and comprehensively in developing a plan to meet my retirement and legacy goals. His approach is much more than a probability chart telling me at what age my money will run out, and what the proper allocation is for someone with my risk tolerance. With Lee we have examined everything from mortgage options to long term health care to college funding to inheritance issues. Lee's thinking is both conservative and non-traditional. I have learned to respect that thinking and to trust his recommendations. I look forward to working with Wealth and Wisdom Partners for many years to come.
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Sandy Camarillo
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