Ricky Lee is the President and Founder of Crystal Financial LLC of Federal Way, WA
“Since 1989 I have enjoyed assisting families from all walks of life plan for their financial future. During these 22 years I have met and worked with people who are different in many ways.
But all have ONE thing in common:
Like you, they want to provide the best that they can for themselves and their loved ones.
They all think about the future, and they all face the same uncertainties that we do. My experience as a family man, a small business owner and more specifically as a Financial Advisor, allows me the unique opportunity to contribute to my clients’ peace of mind. I help them plan their financial security and equip them with the tools that will bring them closer to their objectives.
My Association with many of the global leaders in Financial Services allows me access to solutions appropriate for individual needs.
I’m committed to helping you:
– Determine your immediate and long-term financial goals
– Select the right strategies to help you optimize your Social Security, and Retirement Income needs.
– Identify and implement plans of protection and risk minimization.
– Rollover your 401(k) 403(b) and other Employer plans.
I look forward to meeting, and working along with you!
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