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Donna Lee

Licensed Annuity Investigator

More About Me

My name is Donna Lee. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low-interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I have been an annuity specialist for over 20 years and have almost 25 years of experience helping clients achieve their financial goals according to their specific needs. After graduating with a finance degree from Bentley University in Waltham, MA, I went on to receive my Chartered Financial Consultant designation, in 2001, from The American College of Financial Services.

To better serve my clients, in addition to annuities, I specialize in financial planning, life insurance and managing assets, helping individuals and couples achieve their retirement goals.

I grew up in New England and spent time in the Southwest and even though I currently reside in York, ME, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.


Donna Lee