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Julie E. Toler, CFP®,CFA

Lee Financial Corporation

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

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Stocks & Bonds
  • Tangible Assets

 

How Planner Charges

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