Insurance Services by Nicole Lee

Serving others with a grateful heart means helping you protect what matters. That’s your family, income, and the legacy you hope to leave. At Confident Financial Solutions, Nicole Lee leads our insurance services, helping you choose coverage that fits your season of life and your broader financial picture.

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How Nicole Helps

Listens first

Your story guides the recommendations, never the other way around.

Explains plainly

Options, costs, and tradeoffs in simple terms so you can decide with confidence.

Coordinates strategy

Insurance choices align with the financial strategy Ethan builds with you, so everything works together.

Life Insurance

An enjoyable and lasting retirement depends on having stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that provides an income you won’t outlive—one that maximizes the value of your assets to protect your family and also preserve a legacy.

Tailored term and permanent options to help provide family protection, debt coverage, or legacy goals.

Lifetime Income

Custom annuity strategies designed around your unique needs for long-term guaranteed income.

Disability Income Insurance

Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes in retirement might apply in your situation. Every dollar saved today can work for you in retirement.

Income-replacement coverage if illness or injury prevents work (typically up to about 60% of income).

Long-Term Care Insurance Strategies

Strategies to help pay for future care needs, balancing cost and flexibility.

Social Security Maximization

Guidance from an NSSA® designee on timing and options to help maximize benefits.

Tax Strategies for Retirement

Reviews to identify ways to help minimize taxes so saved dollars can work harder.

Legacy Strategies

Protection-focused strategies for heirs, charities, or business succession using insurance products.

Our Approach

We explain, compare, and tailor. Nicole will walk you through the pros and cons of each option, what’s covered (and what isn’t), and how choices integrate with your overall plan.

When Insurance Matters Most

Big life changes 

Like marriage, a new child, a new home, or a new business

Approaching retirement 

Thinking about health care and income durability

Coordinating protection 

Estate and legacy wishes

Getting Started

Have questions or want a second opinion on existing policies, tax strategies, or income strategies? Nicole can review what you have, identify potential gaps or overlaps, and suggest updates that align with your goals. 

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Insurance products are recommended only when suitable based on your needs, best interest, and objectives. Costs, features, and benefits vary by carrier and product. We’ll review details together so you can make an informed decision. You won’t pay us a fee for insurance. Instead, we earn commissions for the sale of insurance products from the issuing company.