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  • ABOUT
  • SERVICES
    • RETIREMENT INCOME PLANNING
    • MEDICARE PLANNING
    • TAX MINIMIZATION STRATEGIES
    • INSURANCE
    • SOCIAL SECURITY MAXIMIZATION
  • RESOURCES
  • EVENTS
  • BLOG
  • SCHEDULE A MEETING
860.367.9145
  • ABOUT
  • SERVICES
    • RETIREMENT INCOME PLANNING
    • MEDICARE PLANNING
    • TAX MINIMIZATION STRATEGIES
    • INSURANCE
    • SOCIAL SECURITY MAXIMIZATION
  • RESOURCES
  • EVENTS
  • BLOG
  • SCHEDULE A MEETING

860.367.9145


markelee@aol.com


7 Laurel Drive


Oakdale, CT 06370

860.367.9145


markelee@aol.com


Oakdale, CT 06370

  • ABOUT
  • SERVICES
    • RETIREMENT INCOME PLANNING
    • MEDICARE PLANNING
    • TAX MINIMIZATION STRATEGIES
    • INSURANCE
    • SOCIAL SECURITY MAXIMIZATION
  • RESOURCES
  • EVENTS
  • BLOG
  • SCHEDULE A MEETING

860.367.9145


marklee@markleeandassociates.com


Oakdale, CT 06370


Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement.



This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 21169 - 2021/7/13

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