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Kirby Jacobson, CFP®

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: $150,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth

 

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.