Lee Kern, CRC®

Certified Retirement Counselor®

Years of Experience

in the financial services industry

Licensed in

My Mission Statement

Often times life goals and money goals go hand-in-hand. I became an adviser because I want to help people actually achieve their life goals, while excelling with their financials.

Creating a successful plan means taking the time to listen to my clients, and get to know them on many levels. I review short-term goals, long-term goals, spending habits, comfort zones, resources and I even factor in their personality in order to create a custom strategy that would be the best fit for the individual or business. Your life isn’t cookie-cut; so neither should your financial plans.

I strive for long-term relationships, based on honest guidance and a track record of success. I’m here as your life CFO. With continual communication, and appropriate plan adjustments I will help keep you on track for hitting all of your financial goals.

Professional Qualifications

Graduate of St. John Fisher College with a BA in Personal Finance
Certified Retirement Counselor
Holds FINRA Series 7, 63 and Life, Accident & Health Licenses

Specialty Services

Medicare 101
Estate Planning
Investing in 403(b)s
Life Insurance
Investing 101

Memberships

ASSPA
NTSA

Personal Information

My wife and I have been happily married since May 2012, with our Golden Retriever joining us in 2013. Our family continues to grow with our son Henry, joining our family in February of 2015 and our daughter Charlotte in June of 2017. We reside in West Henrietta, enjoy traveling, catching up with friends, and spending time with our ever-growing family. I also enjoy a great action movie from time to time.

Lincoln Investment and its affiliates do not provide estate planning or legal information or advice.

The Legend Group