Jim Lee Financial

Jim Lee Financial is an independent retirement firm that helps individuals build retirement strategies using a variety of insurance products. Its work covers retirement income planning, Social Security timing, legacy planning and workplace benefits, including defined benefit pensions. Jim Lee is a licensed insurance professional and the firm's founder. Clients start with a no-cost, no-obligation conversation, which can be booked by phone or through the website contact form. The firm works alongside a client's CPA or estate planning attorney rather than drafting legal documents itself. The office is in Encinitas, and the firm was voted Best of Encinitas in the Encinitas Award Program in each year from 2021 through 2025.