- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Door 12, Floor 1
Wakefield, MA 01880
Marblehead, MA 01945
Philip Lee is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
I am a Wealth Manager and CFP® at Financially in Tune, LLC with more than 15 years of experience in working with families and individuals as a comprehensive fee-only financial advisor, acting as a fiduciary by putting the best interests of clients first at all times. My prior experience has included a senior wealth manager and chair of the Financial Planning Committee for a large fee-only firm in Boston.
Whether you are starting out in life, going through a transition, planning for retirement, or are simply dissatisfied with your current investment plan, I am here to help you make smart financial decisions, not just financial investments.
I work with clients to develop individualized financial plans, create and manage diversified investment portfolios and monitor client's progress toward their goals. Our comprehensive approach integrates investment management with financial planning (e.g. insurance, tax, retirement, education/college planning, cash flow, and estate planning strategies).
I specialize in working with those in the arts, education, health-care, and legal professions. I also have extensive experience in helping clients to navigate planning issues for those preparing for or already in retirement, same sex couples, and those who are widowed or divorced.
I hold the CERTIFIED FINANCIAL PLANNER™ professional designation. I earned a BA in economics from Kalamazoo College in Michigan.
I has been selected by The Boston Globe to be the financial planner for several "Money Makeover" series and quoted by The Wall Street Journal, Kiplinger's, and AARP: Ask The Expert.
Having grown up in the mid-Hudson Valley in New York State I now live in Marblehead, Massachusetts with Kristen, and our three children, two of whom are recent college graduates while the youngest is in high school.