Schrette & Lee Financial Services Inc

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Schrette & Lee Financial Services, Inc.

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Interactive Data Corporation. (NYSE:IDC)

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A North Idaho and Eastern Washington Investment & Insurance Firm

We will do everything in our power tohelp our clients potentially reach their financial goals.
For more than 20 years, theprincipals of Schrette & Lee Financial Services, Inc. have been assisting individuals and businesses with financial services designed specifically topursue their unique goals. Every plan we recommend - whether it be financial, insurance, investment or estate - is carefully constructed based on a thorough examination of the client's current situation, short-and long-term objectives and risk tolerance. We understand no two clients are exactly alike, which is why our recommendations include only the products and/or services best suited topursue your needs. We build every relationship on integrity, trust and strive to give each client the quality advice we would apply to ourselves.
We are a firm dedicated to quality and will remain that way so as to bring the utmost objectivity to every recommendation we make. Our success is directly related to our clients success.

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Determine whether you should consider refinancing your mortgage.

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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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How State and Local Governments Can Help You at Tax Time
Municipal bonds are debt obligations issued by state and local government entities. With few exceptions, they pay interest that is not subject to federal income tax.
Protection for a Price
Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.
How Health-Care Expenses Could Affect Your Retirement Lifestyle
Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?
Finding Your Balance
One way to help manage volatility is through asset allocation. But this process of determining the appropriate proportion of your assets based on your financial goals, risk tolerance, and time horizon is not a set-it-and-forget-it strategy.
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Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.

We are licensed to sell Insurance Products in ID,OR,WA.

Securities and advisory servcies offered through ING Financial Partners Member SIPC. Schrette & Lee Financial Services, Inc. is not a subsidiary of nor controlled by ING Financial Partners.