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
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Saving for College 101
Here's a crash course on saving for college.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.