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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Corporate benefit plans: group health, life, ADD, std & ltd, long-term care, voluntary
Investment advisory services: fee based advisory, third party money managers
Family protection: life insurance, long-term care, disability
Been declined? If you are insurable, we'll get you covered
Retirement programs: 401K, 403B, IRA rollovers, SEP, SIMPLE, defined contribution & defined benefit plans
Estate conservation: coordination with your attorney and tax professional
Tax managed investment strategies
Wealth tracker program offering consolidation of assets through a secure aggregation software, storage of secure documents, advisor access, planning tools and a real time status regarding your ability to retire. This program is available for both Corporations as well as individuals

Modern-Wealth, LLC is an independent insurance and investment advisory firm.

Jennifer R. Lee is a Registered Representative and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of MD, CA, DE, FL, MA, MN, NV, VA, NJ, NY, PA, IL, GA, . No offers may be made or accepted from any resident outside the specific state(s) referenced.

Jennifer R. Lee is also separately registered as an investment adviser representative under Modern-Wealth, LLC, a registered investment advisor, offering advisory services in the state of Maryland in which the RIA is registered. As such, these services are strictly intended for individuals residing in Maryland.

Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Modern-Wealth, LLC Corporate Strategies

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