About 49 Financial
49 Financial provides comprehensive financial planning services to individuals and businesses to help them achieve their financial goals. We offer a tailored process for business owners, retirees, and high-net-worth individuals, covering all aspects of their financial picture, including risk management, investments, retirement planning, and insurance.
Services
Retirement Projections Distribution Planning Estate Planning Business Planning Tax Mitigation Strategies Insurance Retirement Accounts & InvestmentsReviews
We have had a great experience working with Benedict Lee and the team of advisors at 49Financial. They are very conscious of their corporate values and care about their customers. They are extremely accessible, prompt to return calls, knowledgeable about their industry, and provide excellent customer service. I highly recommend Benedict and 49 Financial!!