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LEEFIN.COM

LFC | Dallas Wealth Management | | Fee-Only Financial Advisor

Dallas Wealth management firm providing financial planning, investment advisory and family office services in Dallas, TX.

http://www.leefin.com/

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CONTACTS AT LEEFIN.COM

Lee Financial

12222●●●●●it Dr

Da●●as , TX, 75251

US

1.97●●●●1001
1.97●●●●1123
sw●●●●●●●●@LEEFIN.COM

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Lee Financial

Hunter, Orlando

12222●●●●●it Dr

Da●●as , TX, 75251

US

1.97●●●●4897
1.97●●●●1123
su●●●●●@leefin.com

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Lee Financial

Hunter, Orlando

12222●●●●●it Dr

Da●●as , TX, 75251

US

1.97●●●●4897
1.97●●●●1123
su●●●●●@leefin.com

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LFC | Dallas Wealth Management | | Fee-Only Financial Advisor | leefin.com Reviews
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Dallas Wealth management firm providing financial planning, investment advisory and family office services in Dallas, TX.
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LFC | Dallas Wealth Management | | Fee-Only Financial Advisor | leefin.com Reviews

https://leefin.com

Dallas Wealth management firm providing financial planning, investment advisory and family office services in Dallas, TX.

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leefin.com leefin.com
1

About Us | Wealth Management Firm - Dallas, TX | Lee Financial

https://www.leefin.com/about-us

Our Core Purpose and Values. How We Are Different. Access to Alternative Investments. Our Core Purpose and Values. The Lee Financial Story: A Step Ahead. Breaking from conventional wisdom isn’t easy. But when the business model isn’t right, and you’re confident that there must be a better way to serve your clients, following the herd isn’t an option. As Lee Financial grew, Richie worked to ensure that the company that bore his name had a stable and thriving future. He did this by building a team of t...

2

Blog | Lee Financial Advisors

https://www.leefin.com/blog

Our Core Purpose and Values. How We Are Different. Access to Alternative Investments. Getting Granny’s Gold. While anyone can fall for these schemes, elder financial abuse has become a big problem. The National Committee for the Prevention of Elder Abuse provides information to help …. Read more ›. Transferring Assets to a 529 Plan. Americans who want to take full advantage of 529 college savings plans may have the option of transferring assets from other types of college accounts into a 529 …. Create a ...

3

WholeVision Approach | Lee Financial

https://www.leefin.com/how-we-are-different/wholevision

Our Core Purpose and Values. How We Are Different. Access to Alternative Investments. How We Are Different. Access to Alternative Investments. Lee Financial’s WholeVision process is founded on the premise The whole is greater than the sum of it’s 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 capital that is voluntarily shared with other members of the family...

4

Core Purpose & Value | Lee Financial

https://www.leefin.com/about-us/core-purposes

Our Core Purpose and Values. How We Are Different. Access to Alternative Investments. Our Core Purpose and Values. Our Core Purpose and Values. To provide exceptional service that results in our client’s personal and financial security, success and fulfillment. Our goal is to be our client’s most trusted advisor and ultimate resource for their personal, family and business needs. Character: Honesty. Integrity. Innovative. Commitment: Results. Relevancy. Adaptive. 8350 N. Central Expressway, Suite 1800.

5

Financial Advisor Dallas, TX | Human Capital | Lee Financial

https://www.leefin.com/how-we-are-different/human-capital-focus

Our Core Purpose and Values. How We Are Different. Access to Alternative Investments. How We Are Different. Access to Alternative Investments. Our WholeVision approach, with its true 360-degree perspective, considers your talents, skills and education as part of your overall portfolio. Some Human Capital services may result in additional fees to clients depending upon the scope of your project. 8350 N. Central Expressway, Suite 1800. Getting Granny’s Gold. Transferring Assets to a 529 Plan.

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2014 4th Annual Patriot Party - Housing Crisis CenterHousing Crisis Center

http://www.hccdallas.org/events/event

T 214828.4244 info@hccdallas.org. Programs Serving Primarily Veterans. Programs to Prevent Homelessness. Honor Roll of Supporters. 2016 Patriot Party – A Veteran’s Day to Remember. Mdash; Pages —. Ndash; Board of Directors. Ndash; Staff Directory. Ndash; Hours and Directions. Ndash; Annual Report. Ndash; Programs Serving Primarily Veterans. Ndash; Programs Serving Families. Ndash; Programs to Prevent Homelessness. Ndash; Honor Roll of Supporters. 2014 4th Annual Patriot Party. Purple Heart Medal Sponsor:.

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Our Passion | The Simple Money Blog

http://thesimplemoneyblog.com/our-passion

The Simple Money Blog. A young married couple's perspective on financial security. Skip to primary content. Skip to secondary content. When you see the initials KJ. It stands for the start of commentary by “Kirby.” Kirby Jacobson, CFA, CFP is a licensed financial planner in Texas at Lee Financial Corporation. If you are either in the market for a financial advisor or have considered one in the past, then head on over to FPA Planner Search. To look for a licensed professional in your area. How do you plan...

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Advertisers - Canyon Creek Life Media

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Richardson Beer and Wine. Canyon Creek Life Magazine is a bi-monthly magazine that features one of the hottest neighborhoods in Dallas. Each magazine is mailed directly to each household in Canyon Creek to inform residents about upcoming events, connect with their neighbors and more. Learn More.

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LFC | Dallas Wealth Management | | Fee-Only Financial Advisor

How We Are Different. Access to Alternative Investments. Our Core Purpose and Values. Helping Clients to Protect and. Life doesn't always go as planned. We're here to guide you through. Life's twists and turns. WHERE DO I EVEN START? 9,500 MUTUAL FUNDS. Guiding you through life’s twists and turns. Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning. Our Wealth Management Team. This is not a CPA firm.

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Audits - Reviews - Compilations. Get Your IRS File. Buy QuickBooks and Save. Tax Strategies for Business Owners. Tax Strategies for Individuals. IRS Tax Forms and Publications. Marginal and Effective Tax Rates Calculator. Get To Know Lee Financial Group. Learn About Our Accounting Services. Audits - Reviews - Compilations. Get Your IRS File. Buy QuickBooks and Save. Tax Strategies for Business Owners. Tax Strategies for Individuals. IRS Tax Forms and Publications. Wayzata, MN Accounting,. Get To know Us.

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Lee Financial Partners, LLC. Planning for your future. Lee Financial Partners, LLC. Planning for your future. Lee Financial Partners, LLCPlanning for your future. 2000 N. Causeway Blvd. Spotlight on the Lees. Markets at a Glance. Lee Financial Partners, LLC. We are committed to helping our clients achieve their long-term financial goals. Each unique, customized portfolio is designed to grow, protect and maintain the wealth of every client. Welcome to our site. And much more are available here. Serving th...