Complimentary Services

Employee Benefit Plans
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. Michael C Lee is a certified employee benefit specialist and can help you with any employee benefit related issue.

Asset Protection
Asset protection, or wealth preservation, plan makes the enforcement of judgement against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include family limited partnerships, or offshore trusts.

Financial Planning and Wealth Management
Advisory services offered through The Financial Team in Carlsbad, CA.

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