Helping Southern California Families Since 1986
Voted Best of Encinitas — 2021, 2022, 2023, 2024 and 2025*
Independent & Unbiased Insurance Professional
No-Cost Appointments
MEET OUR TEAM
Committed to doing what’s right for each client.
Ready to Take the Next Step?
Whether you're five years from retirement or already there, a conversation with Jim can help you see the full picture. No pressure, no jargon — just honest guidance from someone who's been doing this since 1986.
Short Form
Or call us directly at (760) 436-1711
CA INS LIC #0710939
Licensed Insurance Professional. We are an independent retirement firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.
Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients.
Jim Lee Financial does not provide legal advice and cannot draft legal documents. We work with experienced CPAs, tax professionals, and estate planning attorneys who develop the legal documents that express a client's estate planning intentions. We are pleased to work with a client's current estate planning attorney, CPA, and other professionals.
*The Best of Encinitas is designated by the Encinitas Award Program, awarded in 2021, 2022, 2023, 2024 and 2025. The Best of Encinitas winners are determined based on the information gathered both internally by the Encinitas Award Program and data provided by third parties. Jim Lee Financial does not pay a fee to receive the award. Working with a Financial Professional is no guarantee as to future success in retirement, nor is there any guarantee that the selected retirement firm will be awarded this accomplishment in the future.