Whether you're saving for your wedding, or your next vacation, planning your retirement or buying a house, we'll make it manageable and easy to help you make the right choices.
Want to protect your family in case the unexpected happens and you are no longer able to care for them? Need help saving for short-term needs, while also saving for retirement?
We will help you get a mortgage to buy the house of your dreams. We're focused on helping you make well-informed decisions that best meet your life objectives.
Albert has successfully helped thousands of families achieve their home ownership dreams and reach their financial goals. He has over 27+ years as a mortgage loan officer and a certified financial planner.
Read Jennifer H.‘s review of Albert Lee, CFP – The Loan Story on Yelp
