Wayzata, MN Accounting Firm | Life Events Page | Lee Financial Group Lee Financial Group Accounting
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Life Events

T: (763)249-8840
jerry@leefinancialgroup.com

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Life Events

Life Events



Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.

Getting Married
Becoming a Parent
Preparing for College
Developing a Financial Plan
Dealing with Your Bank
Improving Your Credit
Choosing A Professional
Buying Insurance
Getting a Loan
Planning For Retirement
Buying & Maintaining A Car
Buying & Selling A Home
Planning Your Estate
Making Charitable Contributions
Avoiding Scams
Getting Divorced or Becoming Widowed
Coping with Major Illness
Coping with Death of a Loved One
Improving Your Retirement
Handling Other Situations
15805 Holdridge Road East  ·  Wayzata, MN  55391
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