Executive Advisor Group, LLC, offers an integrated and coordinated approach to financial planning for business owners and executives. “It is important to have a master strategy in place and the confidence that the pieces fit together”. As such, offerings include comprehensive fee based financial planning, succession planning, estate planning and retirement analysis. The firm also offers implementation and integration services for investments, insurance, retirement plans and executive benefits. “Everything is coordinated to keep a client ‘on course’ to achieving their ultimate financial goals.”
As the hallmark of Gwinnett County is “Success Lives Here”, Executive Advisor Group, LLC seeks to assist clients in “creating success” by coming alongside as a trusted member of their advisory circle. “Our core belief is that planning is not an ‘event’, but a ‘process’ that should be maintained. We are privileged to play a part in helping our clients set and achieve their goals”.
Having moved to Gwinnett County in 1983, Lee began his career in financial planning in 1992 and has been recognized by the industry for his achievements. He currently serves on the board of the Society of Financial Services Professionals, offers articles to various publications on business succession, and provides advanced educational programs for CPA’s and Attorneys.
Being a longtime resident with many clients in the county, Lee thoroughly enjoys his involvement with the Gwinnett Chamber. “The Chamber provides so many opportunities to build the kinds of relationships that bring lasting rewards at both the personal and business level. In addition, it offers numerous avenues to give back to the community”.
A defining moment for Lee came from “Leadership Gwinnett”. “What a great program and a fantastic way to learn about our County. It was truly and honor for me to participate and learn of the visionaries of the past while rubbing shoulders with the leaders of today and tomorrow”.
Lee’s favorite Chamber event is the annual “Principal for a Day” program. “Spending the day in a local school offers a glimpse into the challenges our teachers face every day. I’m just in awe of how our schools have adapted to meet these challenges.”
My advice for new entrepreneurs is to “be persistent and committed to your vision. Uncover opportunities, listen, and be willing to make the changes that opportunity brings”.
For more information on Executive Advisor Group, LLC, visit www.eagllc.com.
