Flipbooks

Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.

- Ben Bernanke, Former Chairman of the Federal Reserve

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.

Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Higher Education: College Saving and Funding Strategies
Investing Basics: Embark on Your Wealth-Building Journey
Time to Get Tax-Savvy: Managing Your Tax Burden
Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
Wealth Preservation: Planning to Leave a Legacy
Financial Protection: Using Insurance to Help Manage Life’s Risks

James Lee is a Registered Representative of and offers securities products and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer and investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Maine (ME), Massachusetts (MA), Maryland (MD), Minnesota (MN), North Carolina (NC), New Jersey (NJ), New York (NY), Pennsylvania (PA), Washington (DC), South Carolina (SC), Virginia (VA), West Virginia (WV). No offers may be made or accepted from any resident outside the specific states referenced. James Lee is also separately registered as an investment adviser representative under Lee Financial Associates, LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc., Offering advisory services in the states of Maryland (MD).

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Flipbooks

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Lee Financial Associates, Inc.