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Bryan
Lee, CFP: 1-800-ADVISER ext. 1234
Garland, Texas
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Financial Planning |
Bryan Lee, CFP
Member of The Financial Planning Association
Office:
525 E. Centerville Rd Suite 100
Garland Texas, 75041
1-800-ADVISER ext. 1234
Phone: (972) 926-1234
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Services Available:
Financial Planning
Money
Management
100% Independent
100% Objective
Bryan is President
of the Dallas Chapter of the Financial Planning
Association
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Overview
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We
provide an integrated tax and financial planning
strategy to every client based on an individual's
specific needs. When you become a
client, we concentrate on your specific goals and
objectives, whether they are personal, family or
business-related. We review all of the elements such
as investment portfolio and insurance coverage that
will affect the management of your assets. Tax
implications are considered. |
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk tolerance. We
then recommend an asset allocation strategy. Once agreed, we
implement and then monitor a portfolio strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 5 (Central), Monday through Friday; will respond daily.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $2,000 to $5,000. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Bryan Lee at 1-800-ADVISER ext. 1234 |
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