Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees. Lee has developed a specialty in working with retirees and those about to retire who want to preserve their principal and help ensure that their money lasts. His practice focuses on helping pre-retirees avoid common financial mistakes.
Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative of Woodbury Financial. To become a CERTIFIED FINANCIAL PLANNER™ practitioner, Lee took courses for several years and passed six exams covering investments, taxes and estate planning. He then passed a final two-day exam.