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Retire with Confidence

A collaborative approach in creating customized strategies to help achieve your retirement goals.

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A Partner you can count on.

Advice you can
trust.

Sound Strategies created for you.

As you near retirement, are you concerned that you're not prepared?

It is worrisome and disheartening when you realize:

  • You have been going it alone, collecting multiple products and accounts, versus following a comprehensive retirement plan

  • You have spent years accumulating wealth but not sure how to convert your assets into a sustainable retirement income plan

  • You’ve hit a roadblock and do not know how to plan for uncertainties of the future

  • You don’t know who to turn to that can offer advice and solutions to reach your goals

Planning for retirement shouldn’t be so stressful. You have worked hard and deserve to enjoy your retirement lifestyle as you wish.

We are here to help

Let’s run the numbers, see where you stand, and discuss how we can get you to where you want to be in the future.

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A partner you can count on

At Lee Greer Wealth Management, we are committed to helping you gain confidence and peace of mind as you enter retirement.

  • 20 years experience

  • Helped hundreds of clients, just like you, achieve retirement goals

  • Dedicated to educating clients on solutions to best meet their needs and ensuring an understanding of how recommendations fits into the overall financial plan
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Sound Strategies Created For You

We offer solutions and create strategies that are tailored to your individual needs so you can achieve your unique goals.

  • Comprehensive planning with diverse recommendations

  • Customized strategies versus a cookie cutter approach

  • Access to cutting edge tools to support recommendations and enhance understanding

OUR SERVICES

As a complimentary service for our clients, we provide a holistic analysis of your current strategies to find gaps and identify opportunities for plan improvement. Our areas of focus include:

Retirement Planning

Retirement Income

401k Rollovers

Educational Planning

Investment Management

Insurance: Life and Long-Term Care

Legacy Planning

At Greer Wealth Management, we take the stress out of planning for retirement.

Here is how we work together:

1. Meet

We will discuss who you are, where you are, and where you want to be

2. Plan

Educate on options and recommend sound solutions


3. Execute

Implement strategies and partner to adapt to life changes together

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REtirement readiness calculator

In just 2 minutes – find out how much you can safely spend in retirement.
Are you ready to retire, but don’t know if you will be able to afford your lifestyle? Stop wondering if you are ready for retirement and start taking steps to become confident in your plan. Calculate how much you can safely spend.

Calculate now

© 2023 LEE GREER WEALTH MANAGEMENT

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© 2022 LEE GREER WEALTH MANAGEMENT

Important Legal Information: Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “Lee Greer Wealth Management” is not affiliated with Kestra IS or Kestra AS.
Investor Disclosures:   https://www.kestrafinancial.com/disclosures
Link to FINRA BrokerCheck: https://brokercheck.finra.org/
Kestra Financial, Inc.
5707 Southwest Pkwy Bldg. 2 Ste. 400, Austin, TX 78735
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.