About Lee Financial Group
Helping Kamaaina Since 1988
About Lee Financial Group
Helping Kamaaina Since 1988
Our Company
Our purpose:
Helping build wealth in Hawaii since 1988
Peace of mind comes from knowing that you have adequate resources to enjoy your life and handle unexpected expenses if they arise.
At Lee Financial Group Hawaii (LFG), we’ve helped generations of Kamaaina manage the savings they’ve worked hard to earn.
Our philosophy:
We understand that losses hurt more than equivalent gains help. ®
The money you entrust with us represents a lifetime of effort. We honor your diligence by taking a prudent approach to managing your investments, knowing that Losses hurt more than equivalent gains help. ®
LFG’s strategy is to help protect you from declines in the investment markets and enable you to benefit from the upside.
Our approach:
We help to build personal wealth in a personal way
The LFG wealth managers get to know you so they can customize an investment strategy that fits your specific objectives at every stage of your life—whether you are just beginning to grow your assets or heading toward retirement.
As your priorities shift and your financial needs change, we will be there to assist with meeting your financial goals.