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
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Retirement Redefined
Around the country, attitudes about retirement are shifting.