Lee Grossman has been advising seniors for the past 18 years. Since 1992 he has taught retirement seminars in the Lincoln area. In the past, local corporations have asked Lee to offer retirement education to their employees. Lee has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure that their money lasts. His practice focuses on helping pre-retirees avoid common financial mistakes.
Lee is a Certified Financial Planner practioner and an Investment Advisor Representative of SII. To become a Certified Financial Planner, Lee took courses for several years and passed six exams covering investments, taxes and estate planning. He then passed a final two-day exam.
Lee is a devoted Christian. He serves as an Elder at Zion Church: PCA and previously served as a school board member at Lincoln Christian School. In his spare time, Lee enjoys cooking. You can find some of his favorite recipes along with some of his clients favorite recipes under the "recipes" tab on the home page.