Build A STRONG FINANCIAL HOME with financial and investment planning
Helping you plan a solid future!
Build A STRONG FINANCIAL HOME with financial and investment planning
Helping you plan a solid future!
WHO we work with
Clients
Successful contractors, small business owners, and families work with me
- Develop and implement a wealth management plan to help them reach their financial dreams
- Make smarter decisions in today's uncertain political, economic and social environment.
- Obtain an independent second opinion (measure twice) on financial decisions.
An Engineered Approach
I left the construction industry in 2014 to focus on wealth management and financial planning. I use a discovery process to gain detailed understanding of my client's values and goals. I then develop recommendations to address each client's unique needs and goals, going beyond investments. I provide a second measurement service, to make sure your financial house is "on schedule". Call me to double check your plan!
Plan to Maintain your Lifestyle
Learn and practice financial skills. Construct a solid financial foundation and plan. Develop the blueprint to retire. Leave a legacy for your family and community.
ABOUT US
Wealth Foundation Process
Lee Tarbet (Series 7 & 63)
Wealth Foundation Process
Discovery - are we the right fit?
Investment Consulting
Advanced Planning
Relationship Management
Osaic Wealth, Inc.
Lee Tarbet (Series 7 & 63)
Wealth Foundation Process
Osaic, formerly known as Advisor Group, is one of the nation's largest providers of wealth management soluctions. Clearing through Pershing.
Lee Tarbet (Series 7 & 63)
Lee Tarbet (Series 7 & 63)
Lee Tarbet (Series 7 & 63)
Lee is an active volunteer in the community, including leadership roles within the Rotary Club, teaching English to ESL learners, and has worked with the Boy Scouts at a Troop, District, and Council level.
Please Note:
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