CONNECT

Address:

3800 Colonnade Parkway, Suite 600
Birmingham, AL 35243

Phone:

205-970-9782

Parks Lee

My mission is to help individuals and organizations develop financial objectives, and achieve those objectives through various financial products and investment services and strategies that are designed to help meet the client's present and future needs. My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom while being prepared for unexpected loss.

Physicians

Much of my focus over the years has been on assisting physicians. It has been a treat to stay in touch with these friends and clients all over U.S. as they progress in their careers. Please keep sending Christmas cards!!

Retirement Plans

My focus is also on advising businesses of all types on the efficient and effective administration of retirement plans. These include qualified plans such as 401(k) plans, other profit sharing plans, and defined benefit plans. Nonqualified plans are also used in creative ways to accomplish the goals of my clients.

As our high income earners mature we assist them in the areas of estate conservation, retirement planning, long-term care insurance, IRAs, retirement plan rollovers, other investments, annuities, 529 plans, and more.

Feel free to contact me if you would like more information about a particular  product or service, or have any suggestions for improvement.

 

 
Phone 205-879-7302
Fax 866-697-5493
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck