Daniel J. Lee, R.Ph., MBA
Your financial health is just as important as your medical health, which is why I got into the financial industry - to help people become more financially secure. Developing a financial plan and strategy is imperative to helping you fully realize your financial goals and dreams.
I went to UNC-Chapel Hill School of Pharmacy and started my career as a Clinical Pharmacist at Duke Hospital. While practicing pharmacy, I earned my MBA at the Fuqua School of Business; worked in the pharmaceutical industry for about a decade, prior to transitioning to serve as a Financial Advisor.
Being mindful of the lessons I had learned as a Pharmacist, one of which is to care for the whole person instead of treating a single lab result, I take a similar approach as a Financial Advisor. Rather than a single investment transaction; I help my clients, their families, and their businesses as a whole person. Taking a holistic process to help my clients realize a greater sense of financial security, I help them understand how money works; how to save it, how to grow it, how to protect it, and how to enjoy it.
Recognizing as families go through various stages and different life events from cradle to the grave, I cultivate a trusting working relationship with my clients and take a comprehensive approach to develop your financial plan and strategy; taking into account your best interest while also factoring-in your risk tolerance, time horizon, and long-term as well as your near-term goals and objectives.
For a complimentary financial consultation, please call me at (919) 257-8394 or send me an e-mail at dlee@navfin.com to coordinate our schedules.
Individuals and Families:
- Comprehensive Financial Planning
- Disability Income (DI) Insurance [10% Discount for NCAP Members]
- Education Savings Strategies - such as a College 529 Plan, Coverdell, UGMA, or UTMA
- Estate / Legacy Planning
- Fixed, Indexed, and Variable Annuities
- Investments - such as stocks, bonds, mutual funds, ETF’s, REIT’s, etc.
- IRA / Roth IRA / Rollover IRA / Stretch or Inherited IRA
- Life Insurance Review (Indexed Universal, Survivorship Plus, Term, Variable Universal, Whole)
- Retirement Analysis (Planning for and Living in Retirement)
- Special Needs Planning
Businesses:
- 401(k), 403(b), 457, Cash Balance Plans / SEP IRA / SIMPLE IRA
- Business Overhead Insurance / Group Disability Income Insurance / Key Person Insurance
- Executive Bonus / Split Dollar / Deferred Compensation Plans
- Investments - such as stocks, bonds, mutual funds, ETF’s, REIT’s, etc.
- Life Insurance Review (Indexed Universal, Survivorship Plus, Term, Variable Universal, Whole)
- Succession Planning
Daniel is FINRA Series 7 and 66 licensed in NC, SC, VA, MD, KY, FL, TX, PA, and MI along with Life & Annuity, Variable Life & Annuity, and Accident & Health or Sickness which gives him the ability to offer insurance and investment options that are suitable and appropriate for each client’s best interest.
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Navigon Financial Group is independent of HTK.