History
For over a decade, Sean Lee has been helping families reach and maintain their financial goals. As a trusted advisor, Sean takes a practical and personal approach with his clients, assisting them with their financial goals by focusing on the fundamentals. He thoroughly educates his clients about the advantages and disadvantages of every financial decision they make and then helps them create and execute a material financial plan. Today, Sean is the President and Founder of SPL Financial located in Murray, Utah. At SPL Financial, Sean offers a wide variety of programs and services which are individually tailored to each of his client's financial goals. Combining income planning, institutional wealth management and estate planning strategies, Sean is dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of life.
Specialties
What we do: We work with a select group of families and act as their personal CFO. Services: Retirement planning, income planning, financial planning, financial services. Mission Statement: To give the families we represent a personal relationship with a financial firm unlike anything else they have experienced; through first class professionalism, business ethics, unbiased counsel and an extension of public knowledge on current issues affecting retirees and their heirs.