About the Business
SPL Financial works with a select group of families, acting as their personal CFO. We offer comprehensive services including retirement planning, income planning, financial planning and other financial services. Our mission is to provide our clients with a superior level of service and expertise; we strive to deliver unbiased counsel and up-to-date knowledge on issues affecting retirees and their heirs. Our team is dedicated to delivering the highest standard of professionalism, business ethics and customer service. We are dedicated to helping our clients achieve financial security and stability for themselves and their families.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
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- For over a decade, Sean Lee has been helping families reach and maintain their financial goals. As a trusted advisor, Sean takes a practical and personal approach with his clients, assisting them with their financial goals by focusing on the fundamentals. He thoroughly educates his clients about the advantages and disadvantages of every financial decision they make and then helps them create and execute a material financial plan. Today, Sean is the President and Founder of SPL Financial located in Murray, Utah. At SPL Financial, Sean offers a wide variety of programs and services which are individually tailored to each of his client's financial goals. Combining income planning, institutional wealth management and estate planning strategies, Sean is dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of life.
- (801) 639-0095
- 1100 E 6600th S Ste 260, Murray, UT 84121
- Visit Website
Opening Time
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Mon
8:30 AM - 5:00 PM
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Tue
8:30 AM - 5:00 PM
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Wed
8:30 AM - 5:00 PM
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Thu
8:30 AM - 5:00 PM
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Fri
8:30 AM - 5:00 PM
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Sat
Closed
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Sun
Closed