Lee Clu's Contact Details

Lee Clu's Company Details

Grossman Financial Planning is a relationship-oriented financial services firm, with securities and investment advisory services offered in conjunction with Woodbury Financial Services, Inc. Founded in 1985, Lee Grossman believes in providing service to clients in the same honest, kind and respectful way he himself appreciates experiencing. Lee approaches planning from a comprehensive "white board" perspective, meaning that all aspects of your financial situation may be considered as part of an overall planning and retirement approach. Lee has been an active member of the Lincoln, NE community for more than five decades and brings his vast experience to each and every client interaction.Lee is married with two grown children, whom he enjoys meeting for lunch regularly. He is also active in his church and volunteers as a bible study teacher and a church elder. He is passionate about helping others and bringing kindness to every situation he encounters. He prioritizes his faith, his values, his family and his clients.Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.