Hi, my name is Joseph Lee. I’m an independent broker and the owner/only employee, of Invest Wise-Lee LLC. I specialize in building generational wealth, teaching you to become your own bank, protecting your health, protecting your assets, and maximizing your tax benefits!

Thankfully, I’m partnered with Insurance Elevated, and together, we’ve been able to help countless people change their lives! Don’t take my word for it though, read it in their own words here [link to Insurance Elevated’s Google Review Page with 500+ 5-Star Reviews from satisfied customers]. 

BUT WAIT….THERE’S MOREEEE!

I also specialize in every kind of health insurance as well!

ACAs, Major Medicals, Medicare Advantage, Medicare Supplements, PDPs, Dental, Vision, Hearing, Hospital Indemnity, Accidental Death, Mental Health Options, etc.

Think of me as the “Good News” guy of health insurance…I review your current plan and tell you one of two things:

1. Good News! You’re already getting the best price and coverage available, don’t change anything!

   OR

2. Good News! I can get you more comprehensive coverage and SAVE you a ton of money on your health insurance!

We’re direct with every carrier so you’ll never get stuck with any broker fees, application fees, or anything like that! Tired of living paycheck to paycheck? Book a free appointment on my calendar now to learn more info!

Click here to book your free appointment on my calendar

Also, I work with people to help them their unclaimed property back from the government, and the majority of the time they weren’t even aware the government was holding onto anything of theirs! Schedule an appointment and we might even find some money you could be owed!