Allstate(R) - William Lee

	William Lee		(480) 705-0990
	Allstate Personal Financial Representative

Contact Me

I’m here to help you, however you need. Below are several easy ways to contact me. Please let me know if you’d like to get started on planning your financial future, talk about your long-term goals or have questions about your accounts. I look forward to working with you!

Send an E-mail
Send an E-Mail to talk about your financial goals, get answers to your financial and investment questions, or find out more about Allstate products and services.

Arrange a Meeting
Arrange a Meeting so we can speak one-on-one about your financial goals. To Arrange a Meeting, fill in some brief information, and I’ll contact you to set up a time for us to meet.

Call Me or Visit My Office

Contact Info
Office: (480) 705-0990

Office Location

4530 E Muirwood #102
Phoenix, AZ 85048
Map & Directions

Office Hours
Mon-Fri: 8:30 am - 5:30 pm
Sat, Sun: Closed

Changing jobs? Think twice before taking your 401(k) savings as a payment. Consider choosing a direct IRA Rollover. Your money still grows with tax advantages.


LEARN MORE

Withdrawals of contributions from a ROTH IRA are tax-free and generally penalty-free. Nonqualified distributions of earnings are considered taxable income and may be subject to an additional 10% federal tax penalty.

Allstate does not provide tax advice. Please consult your tax advisor for specific information.

Please note the current contribution limits are set to expire after 2010 unless the law is extended by a future Congress. Additionally, not all states have adopted changes made by the Economic Growth and Tax Relief Reconciliation Act of 2001.

William Lee is licensed to sell Allstate insurance products only in the state(s) of AZ. The material contained in this Web site is applicable only in the state of AZ. If you do not reside in the state(s) of AZ, please go to the Find an Agent section on allstate.com to search for another Allstate representative.

This material is intended for educational purposes only. Allstate, through its insurance companies, subsidiaries, and brokers/dealers, offers a variety of products including life insurance and registered securities. Certain products, such as variable annuities, variable universal life insurance, mutual funds and 529 Plans, are available only through securities licensed representatives, and sales material must be accompanied by a prospectus. Life insurance and fixed annuity products are available from Allstate Life Insurance Company: Home Office, Northbrook, IL., and Lincoln Benefit Life Company: Home Office, Lincoln, NE. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC. Registered Broker-Dealer, Member NASD, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. 877-525-5727.

Banking products offered through Allstate Bank, Member FDIC. Other products sold by Allstate are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by Allstate Bank, and may be subject to investment risks, including possible loss of principal amount invested.

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(03/15/2006)