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Jaime Boyles, CFP®

Lee Financial Corporation

12222 Merit Dr
Ste 1500
Dallas, TX 75251
Phone: (972) 960-1001
Fax: (972) 677-0479

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Household Income Minimum: $0
Investable Asset Minimum: $3,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Buying a Home
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Job Loss
  • Insurance
  • Minority Financing
  • Life Planning
  • Retirement
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Please see www.leefin.com for more information.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.