Broker Check

1445 E. Los Angeles Avenue #114
Simi Valley, CA 93065

LJR Tax, Financial & Insurance Services

(805) 304-7323

 

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management  (all states)
  • Investment management*
  • Retirement strategies*
  • Estate conservation
  • Insurance and annuity products*
  • Long Term Care Policies
  • Medicare Supplement Policies
  • Final Expense and Pre-Need Policies
  • Budget Counseling
  • Bookkeeping

*These services are offered by James Lee through his affiliation with H.D. Investment ServicesSM and H.D. Vest Advisory ServicesSM.