LYC Financial Group
A Prudent Approach For Your Wealth-Being.
CPA Services
Practical
Lee, Yee & Company, P.C. is a firm that takes great pride in its ability to offer competent professional services on a timely and personal basis. We pay strict attention to ensure that our firm measures up to the standards expected of the profession. We know that this attention to maintaining standards reflects in how we care for our current and prospective clients.
We are a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSPCA). We are certified as a minority owned business enterprise by the State Office of Minority and Women Business Assistance (SOMWBA).
We offer a wide range of services that clients will come to expect fromthe accounting firm of the future. Lee, Yee & Company, P.C. was formed in 1988. We are proud to be one of the leading minority CPA firms in the Greater Boston area. The firm represents clients with a broad range of business activities.
Our many years of experience have led us to become proficient in the following industries:
Affordable Housing Projects
Construction and Real Estate Development
Restaurants
Non-Profit Organizations
Professional Service
Retail
Our services include:
Audits, Reviews and Compilations
Accounting Services
Tax Planning and Preparation
Tax Representation
Business Advisory Services
Wealth Management
Pragmatic
Wealth management at LYC Financial is an integrated process that helps you manage your money. It combines financial planning, investment management, retirement estate planning, tax planning, asset protection, cash flow as well as debt and risk management in a single package.
As CPAs, we have a unique insight into the issues you worry about. We take a very conservative approach that allows us to formulate better solutions for your current and future financial challenges.
Our wealth managers take a holistic, comprehensive yet prudent approach to your financials that result inopportunities and solutions.
It should be noted that the investments and strategies used are subject to risks, including the potential for loss of principal.
Services we offer:
brokerage
The transaction side of investments, mainly buying and selling individual securities.
investment management
This includes asset management services such as mutual funds, managed accounts, portfolio design and monitoring, business retirement plans and alternative investments such as hedge funds, real estate and private equity funds.
advanced planning
This final component is in many ways what defines wealth management. It consists of four interwoven services: wealth enhancement, wealth transfer, asset protection and charitable giving.
Customer accounts are carried by National Financial Services LLC (NFS), Member NYSE/SIPC. Securities in accounts carried by National Financial Services LLC ("NFS"), a Fidelity Investments company, are protected in accordance with the Securities Investors Protection Corporation ("SIPC") up to $500,000 (including up to $100,000 for cash awaiting reinvestment.) NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit
www.sipc.org or call 1-202-371-8300.
Gary F. Yee and Richard H. Lee are registered representatives of LaSalle St. Securities, LLC, a registered broker/dealer. 940 N. Industrial Drive Elmhurst, IL 60126-1131 Member
FINRA/
SIPC LYC Financial Group is not affiliated with LaSalle St. Securities, LLC
Estate Planning
Prudent
Estate Planning, Trusts, and Asset Protection
How can you minimize taxes on your estate? Ensure that all that you have worked for will be passed on to your heirs as you dictate?Wishing doesn't make it so. It takes planning - detailed, structured, intensive planning. LYC Financial Group can help.
Our team of attorneys specializes in all phases oftheestate planning process. We provide you with the knowledge, vision, and expertise to structure your estate to minimize taxes and maximizedistribution. We take a look at the "big picture" of your estate, consultingwith other LYC team advisors to give you comprehensive, prudent, personalservice that you can trust.
The estate planning process not only includes designating your heirs,but also establishing vehicles,such as trusts, to protect your assets. Shouldn't your assets go to the people you care about rather than to the government?
Our attorneys can help you with:
Wills
Durable Power of Attorneys
Health Care Proxies
Revocable Trusts
Irrevocable Living Trusts
Mortgage Services
Productive
CPA Partners Program
As prudent financial managers, we are always looking at new strategies to expand our practice. Liability management services are simple non-evasive ways to build business.
As CPAs, LYC Mortgage understands the work flow during the calendar year. We also appreciate that you want to be involved with an ethical, practical company who understands your business. Best of all, you won't have to hire and train staff, yet you make money.
We have all the required infrastructure for the mortgage process to occur with little interruption to the normal business working of your firm. Yet we know it is important that you are aware of your client's wealthbeing at each milestone in the execution of the mortgage.
All interest rates and closing costs are competitive yet standardized to insure client protection.
Here is how it works. Simply. Securely.
ONE: Basic customer information is sent to a qualified LYC Mortgage Support Person.
TWO: Upon your approval, the mortgage is processed directly with the customer. You monitor your client's progress through emails sent at milestones.
THREE: Loan closes, your client is happy to save money and your value as their trusted advisor is confirmed again.
Click here to manage your mortgage.
LYC partners program
LYC Mortgage is a division of LYC Financial Group which is a complete "wealth care practice" founded by conservative Certified Public Accountants. LYC Financial Group realized the need for the same prudent approach to mortgage services that we bring to our accounting and tax work.
Our team of professionals -- CPAs, Attorneys, CFPs, and Mortgage Specialists -- help clients sort through the issues that can keep them up at night. LYC Mortgage is proud to be a conservative solution in today's unknown mortgage marketplace.
LYC Mortgage, LLC is a Massachusetts Licensed Mortgage Lender/Broker #MC1443, Licensed by the South Carolina Department of Consumer Affairs as a Mortgage Correspondent/Broker, #MB-0913500. Connecticut Licensed Mortgage Correspondent Lender #MCL-1443. Company NMLS Number 1443.
When acting as a broker, we arrange but do not make loans.Equal opportunity lender.
Your Wealth-being
Proactive
noun
1. the fact of existing in a state of financial ease
2. conscious understanding of how secure one can feel when they know that the bean-counters are looking after their money
3. happy existence; a happy life: Our wealth-being is because we trust our financial needs to LYC Financial.
Let us help your wealth-being. LYC Financial was founded on the principles of prudent accounting combined with a practical approach to finance.
Contact Us
LYC Financial Group Headquarters
LYC Financial Group
195 Worcester Street, Suite 201
Wellesley Hills, MA 02481
PHONE: 781-237-2525
FAX: 781-237-5522
EMAIL: info@lyccpa.com
We are conveniently located on Route 9 (1/2 mile west of Route 128) in Wellesley.
Click on the map to the left
for directions.
About Us
A Prudent Approach To Your Wealth-Being.
LYC Financial Group is a complete "wealth care practice" founded by Certified Public Accountants. This provides you and your family with comprehensive financial guidance from a team of people who work with you one-on-one to guide your financial future.
Our team of professionals -- CPAs, Attorneys, CFPs, PFSs, Insurance and Mortgage Specialists -- help you sort through the issues that can keep you up at night. Our approach to financial services ensures that your entire financial health is cared for.
We take great pride in being able to help you with your entire 'wealth-being'. We help you decide in unblinking and straightforward terms your best opportunities. As a highly respected CPA firm, LYC Financial Group realized the need for the same prudent approach to financial as well as mortgage services.
Gary F. Yee and Richard H. Lee are registered representatives of LaSalle St. Securities, LLC, a registered broker/dealer. 940 N. Industrial Drive Elmhurst, IL 60126-1131 Member
FINRA/
SIPC
LYC Financial Group is not affiliated with LaSalle St. Securities, LLC