11 February 2018
Wealth management is an important component of successful families and businesses. Like most events in life and business, having a plan and a team to execute that plan promotes success. For more than four decades, families have entrusted Lee Financial with their complex finances because they know we are invested in their success.
Our objective is to serve as our clients’ financial advisory team from a financial planning, wealth management and business planning perspective. Lee Financial’s dedicated Entrepreneur Team helps business owners, like you, navigate through the unique opportunities and challenges that you face when forming, growing, and ultimately exiting your business. Along the way, we often become our clients trusted advisor and friend.
Whether your goals involve estate planning, retirement planning, wealth management, or advice in forming, growing, or exiting your business, our team is there alongside you to focus on how you can best enhance your financial situation to meet your goals.
Call us at 972-960-1001 to discuss how you can benefit from working with Lee Financial.
INDIVIDUALIZED SERVICE. TEAM-BASED APPROACH. BUSINESS-FOCUSED RESULTS.
IMPORTANT DISCLOSURE INFORMATION
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Company, or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Company is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.