2020 Year in Review
https://youtu.be/EOa3zSqHEWs __ Disclaimer Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance [...]
Seeking Sun or Savings? Explore a Retirement Move
Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the end of a career brings the freedom to choose [...]
2021 Important Financial Numbers (Downloadable Resource)
Click the image above to download the full document Disclaimer Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of [...]
D Magazine’s 2020 Best Financial Planners & Wealth Managers
Lee Financial is proud to have again been named as a “Top Wealth Manager in Dallas” by D Magazine and have 3 team members included in D Magazine’s 2020 list of [...]
10 Cybersecurity Awareness Tips
Now in it's 17th year, October is National Cybersecurity Awareness month, which aims to raise awareness of the importance of cybersecurity and need to be safe online. Here are 10 general [...]