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Lee Financial Group
Losses hurt more than equivalent gains help.®
Call Today (808)988-8088
Losses hurt more than equivalent gains help.®

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. ®

Example: If you have $100,000 in a portfolio and the market goes down 50% in a year, you will end up with $50,000. A 50% gain the following year will only get you back to $75,000.

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.

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