Experience the Hegwood Difference

Helping Clients Reach Retirement

Most of our clients at Hegwood Financial Group are age 55+ and are nearing retirement or are already retired. Typically, clients are entering a new phase of life and wondering if they have enough resources to retire. They are also concerned about risks to their resources—inflation, taxes, rising healthcare costs, longevity, and running out of money. 

Many are not comfortable with the stock market. They realize they are getting older and cannot afford a significant downturn because they can’t wait for a market correction. The concepts and strategies we offer can provide annual guarantees* with competitive rates. 

If you can relate to these feelings and concerns, know that you are not alone. Over the years, we have helped hundreds of people retire and stay retired; reduce their risk; and transition into retirement with increased clarity and confidence. 

*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

Lee Hegwood

Lee Hegwood has been in the financial and insurance industry for more than three decades. He conducts his business with a fiduciary philosophy, meaning he is committed to always doing what is in the best interest of each client, first and foremost. Lee is also an independent agent who is not beholden to select insurance products or companies. When he works with a client, he intently listens to understand their needs. Then, he searches the marketplace for the appropriate product for them. 

Lee prides himself on being honest, dependable, timely, and up-to-date on the latest ideas, strategies, and products. Always striving to over-deliver on his customer service promise, he is available to his clients beyond traditional office hours, as most clients have his personal cell number. Success to him is a happy client after the first year when they see their statement and tell him he did exactly what he said he would do to help them. He is equally affirmed when a long-term client is pleased with his service and refers their friends and family to him. 

“My overarching wish for each client is that they will never run out of money in retirement and be able to leave a generous legacy for their family or charities,” ~ Lee Hegwood

Lee is a Clemson University graduate with a bachelor's degree in financial management. He enjoys being an assistant baseball coach at a local high school in his free time. He is grateful to be a mentor and role model to the younger generation.

Owner and Licensed Insurance Professional