D Magazine’s 2018 Best Financial Planners & Top Wealth Managers
We are honored to have been named in D Magazine's 2018 list of "Top Wealth Managers in Dallas” as well as have 6 members of our wealth management team be selected [...]
Investing in Yourself for a Change
Retirement. College. An emergency fund. A new home or home improvement project. Check, check, check, and check. If you've been saving faithfully each month for some or all of these things, [...]
5 Signs You Need A Financial Planner
Asking for help is a sign of strength, not weakness.Sometimes it’s hard to ask for help and you think you can – or should – handle things yourself. Whether it’s taking care [...]
Laura Maxfield Named Recipient of 2018 Young Guns Award
Laura Maxfield, a Certified Financial PlannerTM practitioner at Lee Financial, an independent fee-only wealth management firm based in Dallas-Ft. Worth, was awarded the 2018 Young Guns Award by the DFW chapter of the [...]
Market Commentary – October 25, 2018
What makes a truly scary movie? It’s not the slashing and the killing but the suspense. Suspense done the right way builds terrifying fear even though we know the movie isn’t real. [...]