Jim Lee Financial

Today Is the Last Day to Vote!

Today is the last day to vote in the Best of North Coast Readers' Poll! Cast your final vote for Jim Lee Financial as Best Financial Planner. Vote: https://sd42.sdbestof.com/

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

Last Chance — Voting Ends Tomorrow!

Last chance to vote! Voting for the Best of North Coast Readers' Poll closes tomorrow — thank you for your support. Vote: https://sd42.sdbestof.com/

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

3 Days Left to Vote!

Just 3 days left! Vote for Jim Lee Financial in the Best of North Coast Readers' Poll before it's too late. Vote: https://sd42.sdbestof.com/

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

Today is National Lazy Day. Finally, a holiday I can get behind.

Here's the thing, though — the best lazy days are the ones you can actually afford to take. No emails. No math running in the background. No little voice asking if you're going to be okay.

That's kind of the whole point of a retirement income plan: earning the right to do absolutely nothing, guilt-free.

So go ahead. Nap. Hammock. Do nothing beautifully. You've got my blessing.
(And if you want the kind of “nothing” that lasts 30 years — you know where to find me.)

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

5 Days Left — Don't Miss Your Chance!

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Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

About a Week Left to Vote

About a week left to vote for Jim Lee Financial in the Best of North Coast Readers' Poll! Vote: https://sd42.sdbestof.com/

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

One of my favorite things this summer: putting Padres tickets in our clients' hands and seeing what they do with them.

Grandkids at their first game. Anniversary dates at Petco. One client took his old college roommate — they hadn't been to a game together in 40 years.
The photos they send back are the best part of my week.

Retirement income planning is about the life you actually get to live. Nights at the ballpark with your people? That's the good stuff.
Go Padres. ⚾

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

2 Weeks Left to Vote!

Two weeks left to vote for Jim Lee Financial in the Best of North Coast Readers' Poll! Vote: https://sd42.sdbestof.com/

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

Labor Day is the soft start of Q4. The fall fills up fast — kids back in school, holidays creeping in, the year suddenly accelerating.

These are three things I'd want to know are handled before any of that hits. None of them take long, and all of them are easier to do in August than in December.

If you'd rather work through any of these with someone, that's what I'm here for. www.jimleefinancial.com.

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA

Vote Jim Lee Financial for Best Financial Planner of North Coast!

Voting is open for the Best of North Coast Readers' Poll! If Jim Lee Financial has helped you strategize for retirement, we'd love your vote for best Financial Planner/Wealth Management. Voting ends August 14. Vote now at: https://sd42.sdbestof.com/

Jim Lee | Licensed insurance professional | CA ins #0710939 | Encinitas, CA