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Bryan K. Lee, CFP®, MBA

Strategic Financial Planning, Inc.

6513 Preston Rd
Ste 100
Plano, TX 75024
Phone: (972) 403-1234
Fax: (972) 346-6189

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Business Taxes
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Life Planning
  • Retirement
  • Startup
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: visit us at www.strategicfp.com

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