WholeVision™ Approach

Lee Financial’s WholeVision™ process is founded on the premise “The whole is greater than the sum of its parts.” The integrated planning process involves four primary forms of capital: Human, Financial, Fulfillment, and Shared in order to address goals, liquidity constraints and cash flow needs. The result is exceptional financial advice and an integrated approach to managing our clients’ financial lives.

Ahead of the Crowd

Fee-Only: <br />Ahead of the&nbsp;Crowd

Lee Financial is Texas’ oldest operating Registered Investment Advisor (RIA) focused on comprehensive financial planning and wealth management. We pioneered the fee-only model to avoid selling products, receiving commissions, trail fees, “back-end interest” or referral fees from third parties. We did it first because it was the right thing to do. As an RIA, we are dedicated to and required by law to act in the clients’ best interest. Additional information regarding our compensation can be found in our Form ADV.

Our Human Capital Focus

Your Human Capital is a non-tradable asset with its own risk characteristics that affect both your asset allocation and savings targets. We balance the risk of your Human Capital with the allocations of your portfolio – more specifically we analyze your income variance against risk of your financial assets. In addition, we help increase returns on Human Capital for business owners, executives and employees through performing:

Our WholeVision™ approach, with its true 360-degree perspective, considers your talents, skills and education as part of your overall portfolio.

Independent Team of Researchers

In-depth portfolio management calls for a tailored approach to investment research. Our in-house, dedicated research team analyzes many types of investments, allowing our clients to benefit from objective, unbiased advice.

When appropriate for the client’s personal situation, Lee Financial offers access to investment strategies and managers not commonly available to individual investors. As a result, Lee Financial’s access to alternative investments complements its traditional portfolios, adding an additional level of diversification. In addition to constructing each portfolio with a foundation of traditional equity and debt investments (i.e. ETFs, stocks, mutual funds, bonds, etc.), Lee Financial specializes in using alternative investments that may increase portfolio diversification and reduce risk.

Examples of alternative investment strategies include: