Raymond S. Lee, CLU®, CFP®

Financial Representative

Our team exists to unapologetically drive our clients to make legacy-minded decisions that change the narrative for future generations.

Whether you are a client looking to access your accounts or a prospective client doing a little homework on our team, we hope that the content here helps you to:

  • Discover a financial planning team that understands and operates in the financial consulting landscape, working with professionals on both the buy- and sell-side oftransactions as well as start-up organizations.
  • Connect with financial planning professionals that understand the both the opportunities and risks involved as a medical professional that owns & operates their own practice, especially as a dentist or oral surgeon, and as a practitioner with a unique & highly desired specialty.
  • Understand how comprehensive financial planning can impact the lives of start-up founders and advisors as they prepare for new funding rounds or successful exits.
  • Uncover the power of a robust financial plan as a business owner in the manufacturing industry.
  • Meet Ray Lee and his team and learn the impact they and Northwestern Mutual can have on you, your family and generations to come.

Please don't hesitate to reach out for any reason. We would love to get to know you. You can give Ray a call on his office line or email him at ray.lee@nm.com.

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Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck