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CREATE YOUR LEGACY WITH FINANCIAL FREEDOM SERVICES!

Have you 100% completed your Legacy plan?

Are you 100% comfortable with your retirement?

If something happened to you would your loved ones be well taken care of?

If I could give you the tools to answer confidently "YES" would you take action without a minute wasted?

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Aubrey E. Lee

Licensed INS, CBL , CCA, Retirement protection Specialist, LEGACY PLANNER

Aubrey Lee is a highly experienced professional in the field of wealth and asset management, specializing in self banking concept and legacy planning. With 7 years of licensing in this industry, Aubrey has gained extensive knowledge and expertise in helping individuals and families navigate their financial journey.

Aubrey's primary focus is on providing financial education and guidance to empower clients to achieve financial freedom. By understanding their unique goals and circumstances, Aubrey works closely with clients to develop personalized strategies that align with their aspirations.

With a commitment to excellence and a passion for helping others, Aubrey is dedicated to assisting clients in building and preserving wealth, securing their future, and leaving a lasting legacy for generations to come.

We ensure proper guidance with your CUSTOM Legacy plan allowing you to build assets without ANY risk!

We review your current plan/ identifying any wealth gaps

Create A custom protection plan

Build a secured guaranteed retirement account

Start a financial freedom plan

Generational Wealth Plan

A written funeral plan with your final wishes

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Asset Protection

This program gives an understanding on what an asset is and how to best use it for financial longevity by using financial education. We will work with you to put protection protocols in place to protect your income and assets.

Generational Wealth & Estate Planning 

Clarify what you want your legacy to be. A financial freedom plan and or a generational wealth plan will give you peace of mind . Find your financial freedom date and how to transfer your wealth.

Secure Retirement Protection

Secure your retirement plan with knowing you will never loose another dollar. Know exactly what you will have for future income and guarantee it will last without sacrificing growth. We don't charge per hour, but we will guide you on how to protect what you’ve work so hard for. 

Why Choose Us?

BUILD ASSETS

GROW GENERATIONAL WEALTH

PROTECT YOUR LEGACY

  • Experience- we have put in thousands of hours learning high level financial vehicles and the best way to use them. We've worked with hundreds of clients protecting every dollar and every asset.
  • Customized approach-Legacy planners understand that each client situation is unique, and we work with you to develop a personalized plan that meets your needs and goals
  • Peace of mind - you can have peace of mind knowing that your assets and estate will be taken care of according to your wishes
  • Tax friendly - A legacy planner can help you take advantage of tax saving strategies that can help you maximize your wealth and minimize your tax liability
  • Family Harmony - A well crafted legacy plan can help prevent conflicts and disputes among family members, ensuring that your legacy is passed down smoothly and respectfully
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Entreprenuership- Executive Benefit Planning

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Business Benefits - Contingency planning

Legacy Planning- Generational Wealth

& Household Income Protection

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Licensed INS, CBL , CCA, Retirement protection Specialist, LEGACY PLANNER

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We Have Lifelong Relationships!

Need help with anything else?

  • 8507 Oxon Hill Rd Suite 200, Ft Washington, MD 20744

  • wealthprotection@redi4life.com

  • 877-454-2909 / (c) 301-485-6068

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