CPA Services

Throughout your wealth cycle, you have many responsibilities to ensure that your business and family finances are profitable and successful. But you don’t have to do it alone. Let our CPAs with their wealth of experience be your essential partner. Let it be known that we pay strict attention to ensure that our firm measures up to the standards expected of the profession. We take great pride in our ability to offer competent professional services on a timely and personal basis as you attain your financial goals.

Some of our Services

Specific Experience With:

Wealth Management

As Certified Financial Planners (CFP) and CPAs, we have unique insight and understanding of your wealth management goals and concerns. Our holistic, yet prudent approach allows us to formulate better plans and solutions to meet your current and future financial objectives.


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

Consists of four interwoven services: wealth enhancement, wealth transfer, asset protection, and charitable giving.

It should be noted that the investments and strategies used are subject to risks, including the potential for loss of principal.

Customer accounts are carried by National Financial Services LLC (NFS), Member NYSE/SIPC. Securities in accounts carried by National Financial Series 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 or call 1-202-371-8300.

Richard H. Lee is a registered representative of LaSalle St. Securities, LLC, a registered broker/dealer 940 N Industrial Drive, Elmhurst Illinois 60126 • Member FINRA/SIPC LYC Financial Group is not affiliated with LaSalle St. Securities, LLC

Estate Planning

Our team of attorneys specialize in all phases of the estate planning process. We provide you with the knowledge, expertise, and access to our financial advisors, to structure your estate to avoid, minimize or defer taxes and maximize distribution; a plan you can trust.

Our Process

The estate planning process, not only includes, designating your heirs, but also establishing vehicles, such as trusts, to protect your assets.

Our Attorneys Can Help You With:

Legal Services

Our legal team can help you with for-profit or non-profit business formation, and guide you through all necessary actions to have a successful business.

Our Attorneys Can Help You With:

Mortgage Services

As prudent financial managers, we are always looking to provide our clients with the same standard of service throughout the financial spectrum that you deserve. Liability management services are part of the spectrum that very few practices provide. We appreciate that you want to be involved with an ethical and astute company who has a great deal of experience in the residential or commercial loan process. We have created the required infrastructure to help obtain the most appropriate loan for you or your business at any stage of the wealth cycle. LYC is designed to provide this service with the least amount of disruption to your daily business and personal lives.

LYC Mortgage, LLC (NMLS ID #1443) is an Equal Opportunity Lender and licensed as a Massachusetts Mortgage Lender/Broker License #MC1443; Connecticut Mortgage Lender License #ML-1443; Texas – SML Mortgage Banker Registration; California licensed by The Department of Business Oversight under the California Residential Mortgage Lending Act #603L253; South Carolina BFI - Mortgage Lender/Servicer License #MLS-1443.

When acting as a broker, we arrange but do not make loans.

We are not a government agency. We are an approved USDA Lender.