Referrals Are Appreciated
CPA / Licensed Insurance Producer

Kim R Michael-Lee, CPA, CGMA

(630) 924-0881

A Plan for Financial Stability

You and your family probably enjoy a certain level of comfort. No doubt, you want to maintain that financial security through retirement and beyond. Kim R Michael-Lee, CPA, CGMA offers custom financial planning for all contingencies. From retirement accounts to life insurance, we help you protect your family's future.



Holding Documents

Financial Planning

It is never too early to start planning for retirement. You may just want to make sure you can live comfortably after you stop working or you may want to splurge on a new home. There are many options available for funding your retirement years, and we help you decide on the right ones for you.

Whether a 401(k), an IRA, or something else, we recommend retirement options that will adjust to your changing situation. Pricing is based on the options you choose.

Life Insurance

Life insurance is a necessity, whether you are just starting your career or you are heading towards retirement. If you do not have insurance coverage through your job, or want to add additional coverage, we will help you buy the best policy for your needs.

Making sure your family has financial protection is probably your main reason for purchasing insurance. We offer term life insurance and recommend that you invest part of the coverage in a 401(k) or an IRA. You can buy up to a 30-year term insurance policy.

Additionally, we want your family to have the coverage you want for an affordable price. If a husband and wife have 4 children, we can add all 4 children for a single rate as part of a package deal.