Whether you are an individual investor looking to build a secure retirement, or a small business owner who needs assistance with your professional and personal financial goals, our team is well-equipped to help create an intelligent plan, implement the most appropriate strategies and provide ongoing reviews to help your investments remain on-track to pursuing the financial life you desire.
Our services include:
There’s no perfect route to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. Knowing which way to turn in a marketplace filled with ever-changing lists of products, services and strategies can be confusing. That is why we are here to help. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, our goal is to help you find the smoothest, most stress-free path to get from here to your financial goals.
We specialize in developing financial and retirement planning strategies for individuals and families. Our team includes two CERTIFIED FINANCIAL PLANNER™ professionals, bringing the skill and experience families require to pursue multiple financial goals and objectives. Our wealth planning services include:
Comprehensive financial planning
Retirement income planning
Insurance and risk management
Asset allocation and tax-efficient investment strategies
Estate and legacy planning
For more information about our individual and family-centered services call us today.
You have worked hard for your business. Strong Gaddy Lee provides thorough business services to help manage your assets, protect your hard work and plan for the future including:
401(k)/corporate retirement plans
SEP IRAs/SIMPLE IRAs
Executive compensation plans
Business succession planning
Securities offered through LPL Financial, member FINRA / SIPC. Advisory services offered through IFG Advisory LLC, a registered investment advisor. IFG Advisory LLC and Strong, Gaddy, Lee Wealth Management Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: Georgia.