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152 Third Avenue South
Suite 108
Edmonds, WA 98020

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LPL Financial

(425) 670-6595

 
Working With A Financial Professional Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance

Understanding Today’s Financial Environment

Chun Lee is an experienced professional with over two decades in the financial services industry.  He is a CERTIFIED FINANCIAL PLANNERTM.  Chun Lee serves the Greater Seattle area including Seattle, Edmonds, Lynnwood and Everett.  Services offered include all areas of financial planning, including wealth management, retirement planning, college planning, tax-advantage investing and estate planning.

Chun is a graduate of University of Washington.  He is active in the community including volunteering at church and boy scouts activities. He is also a board member of the Seattle Lighthouse for the Blind Foundation.  He enjoys running, skiing and has participated in serveral marathons.  Married to Peggy Lee and they are parents to 2 boys.

Helpful Content

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Directors and Officers Liability Insurance

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Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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A letter of instruction provides additional and more personal information regarding your estate.

 

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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This calculator shows how inflation over the years has impacted purchasing power.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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This calculator helps estimate your federal estate tax liability.

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Use this calculator to estimate your capital gains tax.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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There are hundreds of ETFs available. Should you invest in them?

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How will you weather the ups and downs of the business cycle?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

When Special Care Is Needed: The Special Needs Trust

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