FinDec provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec was founded as a family-owned and operated “mom and pop” shop that has grown into a corporation serving clients nationwide out of their multiple locations.
In 1987, Fred and Nancy Lee earned the trust of our first client. The husband-wife duo launched a financial advisory firm focused on putting clients first and they built it up, one client at a time. They brought on team members who shared in their vision of helping people build wealth over time.
We’ve come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what’s most important: Our clients and the trust they have in us. We’ll always maintain the values Fred and Nancy cemented in the company.