About My Practice
Lee Financial is a personal financial services firm focused on helping our clients achieve security, success, and fulfillment in all aspects of their lives. We accomplish this by providing comprehensive financial planning and investment portfolio management services through an ongoing process we call WholeVision™. In addition to advising you on financial matters, we work closely with you to establish goals for personal growth and fulfillment, managing your financial planning needs and opportunities around your vision. From retirement and education planning to cash flow analyses and tax strategies, our Capital Strategy Team will lead you through our comprehensive WholeVision™ process. Your team will help you set and achieve personal and financial goals while assessing risk and helping you plan for unexpected events. In this way we help you manage your entire financial picture - present and future.
We provide comprehensive financial planning and customized investment management that changes with our client's lives. Our team of talented professionals provides a wide array of services including:Goal development and trackingBalance sheet development Portfolio management Cash flow planning and budgeting Insurance review, including life, property & casualty, disability, long-term care, and health care Income tax review Financial independence/retirement planning Legacy development/estate planning and wealth transfer Education and specific goal/need planning Charitable foundation management and charitable giving Business development and succession planning
Please visit us at our website www.leefin.com.
Dusty D. Wallace J.D., CFP® provides in-depth, comprehensive financial planning for physicians, entrepreneurs and small business owners. Her legal background is the backbone of her strong knowledge in estate planning and managing high level financial planning issues for her clients.
Dusty earned her Bachelors of Science in Family Studies from Texas Tech University in 2000. She continued her education at Texas Tech with a graduate degree in Financial Planning in 2004. In the same year, she graduated Cum Laude with a Doctorate of Jurisprudence.
Dusty is actively involved in the Dallas/Fort Worth Financial Planning Association (FPA), serving as the Director of Pro-Bono on the 2011 Board of Directors. In 2011, Dusty was named by Texas Monthly as a "Five Star Wealth Manager." She is a member of the Texas Bar Association, Dallas Bar Association, and the Estate Planning Council. She has also been a guest speaker on estate planning for a personal finance course at the University of Texas Dallas.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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