Hi, my name is Joseph Lee, I’m a senior independent broker partnered with Insurance Elevated. I'm also the owner & only employee of
Invest Wise-Lee LLC, and together, we’ve been able to help countless people change their lives! Don’t take my word for it though, read it in their own words by checking out our 500+
5-Star reviews on Google.
I also teach a few financial literacy classes each week for Project Prosper, where we focus on empowering adult immigrants and refugees to achieve financial stability and inclusion. I'm licensed and insured in just about every state across the country (please see below for my licenses/credentials).
I specialize in building generational wealth, teaching you to become your own bank, protecting your health, protecting your assets, and optimizing your tax benefits!
I also specialize in every kind of life insurance,
health insurance, and annuities as well!
You can think of me as the “Good News" insurance guy... Just send me a copy of your current plan to review & I'll always tell you one of two things:
Good News! You’re already getting the best price and coverage available, don’t change anything!ORGood News! I can get you more comprehensive coverage and
SAVE
you
a ton of
money!
I'm direct with every carrier too so you’ll never get stuck with any broker fees, application fees, or anything like that! We have tons of options for no-medical exam/no bloodwork applications! You get all of my knowledge, expertise, and tools for FREE!
Tired of living paycheck to paycheck? This is your chance to break that cycle, become your own bank, and start building generational wealth! Book a free appointment on my calendar to learn more today!
Also, I work with people to help them get their unclaimed property back from the government. The majority of the time they weren’t even aware the government was holding onto anything of theirs! Schedule an appointment & we might find money you could be owed!
