• Skip to primary navigation
  • Skip to main content
Lee Murphy Financial Advisor Site

Lee Murphy Financial Advisor Site

The Free Retiree Sites site

  • Home
  • About Lee Murphy
  • Services
    • Retirement Planning
    • Employee 401K Education
    • Company 401Ks
    • Investing
  • Blog
  • Contact Us

Employee 401K Education


Our Retirement Education Program

Without the proper professional guidance, the benefits of a company retirement plan tend to be misunderstood and underutilized. Our retirement education program is done through in-person presentations and is supported by printed and electronic materials.

The objective of our retirement education program is look out for the best interests of the participants. We accomplish this through helping them avoid devastation and common mistakes participants make in their company retirement plan investments. We build plans that help our clients safely accomplishes their retirement goals.

We want the participant to realize what an amazing opportunity they have by utilizing their company retirement plan. We believe that a well-run plan vastly improves employee retention, company culture, and employee job satisfaction if the proper guidance is given to the employees. Giving employees access to an exceptional retirement plan with excellent guidance shows employees that the company cares about their future.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisory., an SEC registered investment advisor. The Free Retiree, Securities America Advisors, and Securities America are separate entities. The Free Retiree Show is separate from Securities America Inc and Securities America Advisors. Career Advisor Sergio Patterson , Attorney Matthew are not affiliated with Securities America Advisors or Securities America Advisors. The opinions of Lee Michael Murphy, Sergio Patterson, and Matt McElroy do not reflect the opinions of their respective employers / companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Lee Michael Murphy CA Insurance License #0H18660

Follow us

Copyright © 2022 ยท All Rights Reserved