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152 Third Avenue South
Suite 108
Edmonds, WA 98020

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LPL Financial

(425) 670-6595

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Do You Owe The AMT?

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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Can Election Results Predict the Market?

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Required Reading: The Economic Report of the President

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The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

“Dirty Dozen” Tax Scams to Watch For

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Six Most Overlooked Tax Deductions

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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There’s an alarming difference between perception and reality for current and future retirees.

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