Loomis Wealth Solutions

Sometimes different is better!

Lee Loomis, President, Loomis Wealth Solutions

Hi, I’m Lee Loomis, President of Loomis Wealth Solutions. For many years I’ve been helping middle- to upper-middle-income Americans create and maintain wealth. My approach, the AdvantagePlan, is very different from other financial planning products and services.

Most folks spend a big part of their income on their mortgage payment, car payments, credit cards and other debts. This leaves very little for traditional savings and investment plans. What makes the AdvantagePlan different is we help you create the wealth that will secure your financial future.

About Us

Scenes from the recent Family Leadership Experience
and Member Empowerment Seminar

Attend a Free 2-Hour Seminar!

Tuesday, May 13th, 7-9pm Santa Clara, CA
Wednesday, May 14th, 7-9pm San Jose, CA
Wednesday, May 14th, 7-9pm Bellevue, WA
Wednesday, May 21st, 7-9pm Seattle, WA
Wednesday, May 28th, 7-9pm, Lynnwood, WA

Learn More at Our 2-Day Workshops!

May 17 & 18, 2008 Seattle, WA
May 31 & June 1, 2008 San Jose, CA
Click Here to Sign Up