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152 Third Avenue South
Suite 108
Edmonds, WA 98020

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LPL Financial

(425) 670-6595

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your 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

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Estate Management 101

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.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

 

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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