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Our Services

Warren E. Lee, III, CFP®, provides services that consist of traditional financial planning and advisory services with additional emphasis on business planning for business owners, retirement planning for anticipated and liberated retirees, and holistic planning for working professionals.  The various components of this offering are listed below:


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Planning Strategies*
  • 401k Planning
  • 403b Planning
  • College Saving Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

* Neither Cetera Advisor Networks LLC nor its representatives provide tax or legal advice.  Please consult your tax or legal advisors regarding your specific situation.