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Five Key Benefits of the CARES Act for Individuals and Businesses

By now you know that Congress has passed a $2 trillion relief bill to help keep individuals and businesses afloat during these difficult times. [...]

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 [...]

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 [...]

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