For Individuals & Families

Lee, Nolan & Koroghlian, LLC offers products and services designed to help bring continuity, structure, and security to your life.

Protect your current income and lifestyle with individual financial services. Let us help you create an educational fund for your children, manage your current assets, craft a legacy for your heirs, and so much more. 

Estate Planning:

• Estate Tax Projections
• Tax Minimization Strategies
• Advanced Gifting Techniques
• Family Business Integration
• Charitable Planning Ideas
• Trust Services and Asset Management
• Life Care Planning for individuals with Special Needs

Financial Planning:

• Fee-Based Financial Planning
• Retirement Income Planning
• Education Funding Strategies
• Budget & Cash Flow Analysis
• Risk Management Analysis
• Asset Allocation Analysis

Wealth Management:

• Securities Brokerage Services
• Institutional Managed Money Platforms
• Passive Investments
• Alternative Asset Offerings
• Fixed & Variable Annuities
• Tax Efficient Strategies
• Retirement Income Strategies
• Diversification Strategies

Risk Management:

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