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Lisa M. Lee, CFP®

Turnkey Financial Services LLC

12524 Cutten Rd
Ste A
Houston, TX 77066
Phone: (713) 728-7308

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Household Income Minimum: $50,000
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Identity Theft
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Medical & Health Issues
  • Women's Finances

 

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.