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About

Financial planning; life insurance, annuities, wealth management.

We are a financial planning 'boutique' specializing in post-retirement planning. The founder and CEO, David Lee, is a former F-16 fighter pilot who uses the unique leadership and decision-making ability possessed by a select few people who have flown fighter aircraft in our nation's defense. Our company's vision is to train a netwok of former fighter pilots to defend America's wealth in uncertain times.

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  • Fri 8:30 AM - 2:00 PM
    OPEN NOW
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Detailed Information
  • Location TypeHQ
  • Opening Date2005
  • Annual Revenue Estimate$500,000 to $1 million
  • SIC Code show
  • Employees2 to 4
  • Contactsshow
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