Timothy C. Lee, CFP dba FIRST FINANCIAL PLANNERS, is an independent financial planner dedicated to the role of Trusted Advisor and to an educational approach to financial planning that is focused on service.
At FFP, we offer you the personal touch of working with an independent financial planner, combined with the financial strength and investment opp0rtunities of our Broker/Dealer affiliation, KMS Financial Services, Inc. We do not follow a "one size fits all" strategy, but instead, we help you create a customized plan designed to help you achieve your financial future. With an independent perspective on your unique needs, you will enjoy a diversified collection of investment choices, personalized planning, and the support of your very own Trused Advisor who will keep you informed and be actively involved with your financial plan.
We are committed to helping you reach your financial goals providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We provide Wealth Building strategies and Wealth Management strategies to help you enjoy life in your financial future. Our unique approach allows us to serve you without compromise. Our reward is satisfied clients!
Securities and Advisory Services offered through KMS Financial Services, Inc. - Member FINRA / SIPC
www.finra.org / www.sipc.org
At FIRST FINANCIAL PLANNERS , we treat our clients with courtesy and integrity. Our commitment is to provide unbiased advice, impeccable service and diversified financial resources to our clients. Our 36 years of experience and notable expertise ensure that your financial future is in good hands.
Through our Broker/Dealer affiliation, KMS Financial Services, Inc., you have the backing of an entire team of industry professionals with the expertise to serve you and your investment needs.
We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective.
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.