STRATEGIES THAT WORK!
Whether you’re thinking about retirement, or already enjoying your golden years, when it comes to assessing your unique financial situation, not knowing where to start can be overwhelming.
about Conlee Financial Services
Financial Realities about Life and Retirement
At Conlee Financial Services, our mission is to simplify the world of finances and help our clients secure a comfortable retirement. We understand that every client is different. We work with you to create income strategies around your criteria. We will only recommend a change if there is a problem to fix… and only after there is a clear understanding and comfort level with our recommendation. This allows us to provide the highest quality advice, and service, in many cases at no cost.
We have a team of local Advisors, CPA’s, and Attorneys who work together to implement quality financial solutions for individuals, families, and business owners. These financial solutions will empower our clients and assist them in fulfilling their financial goals.
Our clients often describe us as being able to provide world class financial solutions in an easy to understand approach with exceptional customer service.
- Retirement Income Planning
- Wealth Preservation and Distribution
- Long-Term Care
- Estate Planning
- Health Insurance
- 401- K Rollovers
- Disability Insurance
- Critical and Chronic Illness
- Home Health Care Insurance
Will You Enjoy Your Retirement?
Planning for 30 years or more without receiving an income can be challenging. Conlee Financial Services has been helping Louisianans navigate their retirement years for more than 20 years. Pat Conlee and his team will help you solve this problem by building, protecting and preserving your assets for a secure retirement.