Financial Planning

FINANCIAL WELLNESS, YOUR TOOLS FOR FINANCIAL EMPOWERMENT

At Lee Bank, we’re here to empower you with tools to make your financial decisions easier. Matthew Freitag, our financial wellness officer, is here to answer your questions that fall outside of a traditional banking relationship. Whether you are considering retirement, saving for a big purchase, or looking for advice on managing your monthly cash flow. We are here to ensure you feel confident in your financial decisions, regardless of your account size.

• Financial Education
• Retirement Planning
• Creating a Financial Plan
• Investment Management
• Liquidity Management
• Debt Management
• Budgeting
• Cash Flow Management
• College Education Planning
• Income Tax Planning
• Social Security & Medicare Analysis
• Emergency Savings Planning

Our planning process is supported by industry-standard planning tools, allowing us to model scenarios, track progress, and adjust plans as life evolves.  Matthew is here to answer any questions pertaining to your financial wellness. His office is based at Marble House in Lee, and he is available to meet with customers there or at any Lee Bank branch, by appointment.

Matthew, a native of Berkshire County, holds a master’s in financial planning from Bentley University and is a CERTIFIED FINANCIAL PLANNER ^TM. When he is not helping customers achieve better financial stability he can be found on the pickleball courts, enjoying a round of golf, or traveling to a new destination.