About Jigsaw Planning.

Jigsaw puzzles take a long time and are often very difficult. The same goes for retirement. For the past 21 years, Lee has helped people save time by helping them solve their own financial and retirement puzzle.

 

He does this by educating his clients on the new and sometimes overlooked options Medicare Supplement coverage has to offer. In addition, Lee makes sure his clients are financially prepared in case they are faced with having to pay for Long-term care expenses. 

President

LeeScher

PROTECT

PRESERVE

PASS IT ON

About Lee.

Lee Scher originally started his Financial Services Career with Northwestern Mutual and Merrill Lynch in Arizona. He also spent time at Guardian Life Insurance Company in New York City.

 

But since 2009, he has been an Independent Agent helping his clients in the areas of protection, savings and growth. 

 

Throughout his life, he has always felt it was important to be involved with community service.  Lee has been a past President of the Crohn’s Colitis Foundation-Southwest Chapter located in Scottsdale, Arizona. He was involved with the Alzheimer’s Association in NYC and Palm Beach County as well. Many of his clients have walked along his side at 5K walks.

 

As a graduate of Syracuse University, he has been involved with the Alumni Association and always run into past graduates of the school.


Additionally, Lee is a CLTC which refers to a Certification for long-term care, which is a post-graduate course specializing in Long Term Care Planning.

 

Amongst Lee's many interests, he enjoys hiking, biking, being outdoors and playing tennis and golf when his schedule allows it. 
 

*An Income For Life plan is based on the use of insurance products like annuities. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

9880 Grand Verde Way Ste. 1606

Boca Raton, FL 33428

(646) 413-3355