Lee H. Moultrie & Associates
Providing Strategies For All Areas of Life
Discover comprehensive strategies designed to enhance every aspect of your life, empowering you to achieve balance, success, and fulfillment.
Tailored Financial Solutions for Every Need
At Lee H Moultrie & Associates, we provide a broad spectrum of financial services customized to address the unique needs of individuals, families, and businesses. Our philosophy centers on holistic financial well-being, focusing on wealth building, safeguarding, and smooth transitions.
Our offerings aim to empower you to reach your financial aspirations, secure your legacy, and create a lasting positive influence on your family, community, and beyond.
Our Services Menu
Safeguard Your Priorities
As you plan for the future, it’s crucial to focus on what truly matters to you. From securing a comfortable retirement and understanding tax implications to protecting your assets and evaluating potential risks, each factor is vital to your financial journey.
By thoughtfully addressing these elements, you create a strong foundation for a secure and successful future that aligns with your personal goals and dreams.
Are You Prepared to Transform Your Financial Journey?
Policy Review
Evaluate your current insurance policies to ensure they still meet your evolving needs. A thorough policy review helps identify gaps in coverage, optimize your benefits, and provides peace of mind.
Tax-Free Retirement
Unlock the potential of a tax-free retirement. Maximize your savings without the burden of taxes, setting the stage for a more prosperous financial life ahead.
Market Loss & Asset Protection
Arm yourself against market downturns while fortifying your assets. Gain confidence in managing your finances, ensuring your wealth and heritage remain intact against unexpected challenges.
College Funds
Invest in your child's academic future with the Million Dollar Baby College Fund. Customize your contributions today to build a brighter horizon for their educational journey, transforming dreams into reality.
Family Bank & Infinite Banking Wealth Strategies
Create a sustainable framework for wealth that spans generations. Foster a family-oriented financial environment that enhances growth, stability, and the preservation of your family’s legacy.
Critical, Chronic, & Terminal Illness Support
Protect your family’s financial health by securing coverage that addresses life's uncertainties, including critical illness, ensuring they are safeguarded against unexpected medical challenges.
Trust, Wills & Legacy Planning
Establish a comprehensive framework for asset distribution that honors your wishes. This planning ensures your legacy lives on, offering future generations clarity and security in their inheritance.
Business Owner Plans
Craft tailored financial strategies specifically for entrepreneurs, ensuring robust growth, effective asset protection, and seamless transition plans that prepare your business for enduring success.
Long-Term Care
Plan meticulously for your long-term healthcare needs, securing both the financial stability and resources required to navigate the complexities of care in later years.
Budgeting or Managing Expenses
Master your finances by implementing effective budgeting techniques that empower you to track and manage your expenses smartly, leading to improved financial health.
401k, IRA, & Retirement Account Rollovers
Our dedicated 401(k) rollover service is designed to safeguard your retirement funds, ensuring continuous growth and providing a reliable income stream throughout your retirement phase.
Term Insurance Return of Premium
Protect your family’s future while gaining the option to refund your premiums if the policy term ends without a claim, blending security with strategic financial planning.
Our Trusted Partners
Our 3 Step Process
Request a Complimentary Consultation
Get Matched with a Qualified Agent
Gain Confidence in Your Financial Future
Embrace a Better Tomorrow
You have the right to take control of your financial destiny, transforming your aspirations into tangible outcomes while creating a meaningful legacy that influences both your life and those around you.