Who We Are
We are a husband and wife team with a shared passion for serving others.
Our mission is to help as many people as possible achieve the life they deserve.
Together, we offer financial literacy and professional services to assist individuals in building their dreams and realizing their vision. We are committed to providing exceptional service to all of our clients, with the goal of leaving no family or business behind.
What We Do
Financial Services
Helping our clients craft financial portfolios that cater to current and future financial aspirations.
Professional Resources
Success often hinges on both relationships and expertise.
Our team of experts has been thoughtfully chosen to address a wide range of client requirements.
Virtual Support
We empower our clients to take back their time by providing virtual support. Whether it's drafting social media posts or managing a closing, our Virtual Assistant Team handles the tasks that are hindering your business growth.
What We Offer
Financial Services
Life insurance
Whether you require coverage or haven't assessed your current coverage recently, we provide a thorough assessment of your insurance requirements.
retirement planning
We will verify if your current retirement plan is expected to fulfill your retirement requirements.
financial planning
Let one of our financial experts help you develop a solid budget that aligns with your goals and vision.
Professional Resources
notary public
Our network of Notary Public professionals offers a range of services, including mobile notary services and loan signings.
We have committed professionals ready to meet your needs.
real estate
Our network of Realtors and Loan Officers stands prepared to help you realize your dream of owning a home.
tax preparation
Our network of Tax Preparers prioritize integrity and your financial well-being over quick profits to deliver excellent service.
Virtual Support
Client management
Our virtual support team acts as a direct point of contact for your clients, handling basic tasks to lighten your daily workload.
social media
Our virtual support team will create and schedule content for your different social media platforms while maintaining your brand's voice.
Administrative tasks
From managing emails to calendars and coordinating projects, our virtual support team will ensure you stay two steps ahead of your clients' needs.
Meet our CEO
Lindsay Lee
Lindsay brings a wealth of experience in administrative support and client management, with a focus on problem-solving and anticipating others' needs. Leading our team's creative process and client onboarding, she emphasizes the importance of paying attention to detail when serving our clients. Lindsay believes that enhancing the bigger picture comes down to the small details.
Meet our CFO
Michael C. Lee Sr.
Michael is the analytical mastermind driving
The Lee Collective, LLC towards peak efficiency.
His keen attention to detail and unwavering commitment empower him in serving our clients. Michael strives not only to excel but also to embody excellence in all aspects.
When we collaborate, your dreams and visions become achievable.
connect with us
Areas of Service.
Nashville, Tn and Surrounding Areas
Los Angeles, Ca and Surrounding Areas
615.648.4149
inquiries@TheLeeCollectiveLLC.com