Wealth management is about more than portfolios. These are moments where showing up personally made all the difference.
After 4 long years, Lee and attorney Jim Swain's continued advocacy with the VA finally paid off for a 91-year-old World War II veteran — securing $2,085 tax-free per month for life, plus a substantial lump sum for the delay. The veteran had become the sole caregiver for his wheelchair-bound wife, and worry about running out of money was a constant companion.
A fellow Rotarian was showing increasing signs of dementia, his sizable assets at risk from failing memory and susceptibility to scams. Lee personally carried him into an attorney's office to establish a protective trust — just before he was declared incompetent — and made multiple home visits to bring order to his finances, healthcare, and family relations.
An 87-year-old client sold his house, moved to a retirement community, and wanted to borrow against his new home to invest — expecting to pocket the difference. Lee's counsel was honest and straightforward: enjoy the mortgage-free home and the freedom a lifetime of work had earned him. Sometimes protecting someone means telling them not to act.
A widower who had recently relocated to Atlanta had no will, a trust established in error, and assets at serious risk. Within one visit, Lee arranged a 30% discount with a trusted estate attorney, personally chauffeured the client to the office, realigned his investments, and — discovering he was a veteran — helped secure over $1,500 per month in VA pension benefits he didn't know he was owed.
Widowed at 55, this client had never purchased a car on her own — her husband had always handled the finances. After confirming the purchase was prudent within her long-term strategy, Lee and her CPA equipped her with research tools and negotiating tactics. She went to the dealership herself, held firm, and drove home with a new car at a rock-bottom price — and the confidence to know she could do it.
When rumors of cash flow issues caused investors to flee an Atlanta-area hospital bond backed by county government, the market overreacted. Lee bought the bonds, confident the fears were overdone. Within months, a key vote confirmed timely payment — the bonds surged. The result: an 8.5% capital gain plus 5.25% tax-free interest, totaling 13.75% in a single year on a guaranteed investment.
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