Helping you navigate all of life’s inflection points.
Be financially prepared for your life’s transitions & achieve the best life possible.
Our Values
Meaningful Work
We believe in working to improve the lives of others, to make a positive difference beyond the bottom line.
Service
We make it a priority to serve others with quality and value.
Integrity
We walk the talk when it comes to doing what’s right.
Competence
We are professionals, with years of experience. We are always learning and seeking to grow.
Relationships
We understand the power of personal connection, and the value of trust.
Our Vision
Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that lead toward financial security, confidence with a sense of freedom. Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve.
Our Mission
Deliver value in meaningful relationships throughout all of life’s inflection points.
Peter Lee is licensed to do business in AZ, CA, ID, IN, MN, MT, NM, NV, OR, SC, and WA. CA Life/Health Insurance License ID 0F30543, CA Securities Insurance ID 7556493, CA Variable Annuity Insurance ID 0F30543, CA Variable Universal Life Insurance ID 0F30543.
Joe Brandenburg is licensed to do business in AZ, CA, IL, PA, and WA. CA Life/Health Insurance License ID 0I48888, CA Securities Insurance ID 19014887, CA Variable Annuity Insurance ID 0I48888, CA Variable Universal Life Insurance ID 0I48888.
Life brings you twists & turns. Be ready for them.
Contact us today to start living your best life possible.