Nicole Lee, NSSA® Advisor · Cheshire, CT
Nicole Lee
Owner - Financial Advisor, Confident Financial Solutions, LLC
www.confidentfinancialsolutionsllc.com
Professional Profile
Meet Nicole Lee, the dedicated Owner and Financial Advisor at Confident Financial Solutions, LLC, located in the heart of Connecticut. With a legacy steeped in the insurance and financial planning industry, Nicole brings a wealth of knowledge and a personal touch to her practice. Inspired by her father's 40 years of life insurance experience, she understands the vital importance of securing your family's financial future. Having experienced the impact of losing a loved one and the peace of mind that comes from proper planning, Nicole is deeply committed to helping clients protect what matters most.
After stepping into her family's business and supporting her sister, Heather, through her courageous battle with illness, Nicole earned her financial licenses and became a trusted advisor. Under the mentorship of seasoned professional Gary Lucente, Nicole has honed her skills in retirement income planning, ensuring that clients can enjoy their golden years free from financial worry. She embodies the principles of selflessness and dedication, always prioritizing her clients' best interests above all else.
Nicole Lee has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Whether you're a young family navigating financial challenges or nearing retirement and seeking to maximize your income, Nicole is here to guide you every step of the way. Her compassionate approach and expert knowledge make her a reliable partner in securing your financial future. Trust Nicole Lee to help you make informed decisions that will safeguard your legacy. Together, let’s build a brighter financial future for you and your loved ones.
Disclosure
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Confident Financial Solutions, LLC and CreativeOne Wealth, LLC are not affiliated. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your 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. 20814 - 2021/2/22
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