Lee Financial Appoints Christie Williams President
Lee Financial is proud to share a key milestone for the firm, our 45th Anniversary! As we reflect on our history, a central theme continues to surface - our sincere gratitude [...]
D Magazine’s 2019 Best Financial Planners & Wealth Managers
Lee Financial is proud to have been named again in D Magazine’s 2019 list of “Top Wealth Managers in Dallas” as well as have 6 members of our wealth management team [...]
Bizarro World
I remember reading Superman comics and loving the concept of a Bizarro World. In Bizarro World there is a bad Superman living in a planet called Htrae (“Earth” backwards) using his [...]
How can you avoid falling for the Social Security imposter scam?
The scam generally starts like this. You answer a call or retrieve a voicemail message that tells you to "press 1" to speak to a government "support representative" for help in [...]
Financial Advice for Recent College Graduates
You've put in the hard work as a college student and finally received your diploma. Now you're ready to head out on your own. And though you may not have given [...]