Broker Check

HONEST GUIDANCE FOR WHAT MATTERS MOST

Experienced Insight for Your Desired Legacy

Lee Financial Group is an independent, fiduciary planning firm that prioritizes the needs and goals of every client. Our fresh perspective and honest approach allows us to understand what matters most to you, then work together toward the legacy you desire without conflict of interest.

<strong>Local Perspective on Big-Picture Wealth Building</strong>

Local Perspective on Big-Picture Wealth Building

We help clients in the Texas Panhandle clarify their goals for the future, then provide a roadmap to navigate around life’s obstacles without losing sight of those goals. Our big-picture approach involves guiding you as you build wealth to pass along to your heirs after you die.

<strong>Proactively Protecting Your Financial Legacy </strong>

Proactively Protecting Your Financial Legacy

After years of hard work, do you have enough money and assets to provide for your family’s financial future? Most clients worry about outliving their money, which is why we’re driven to engage early and often to help you grow, protect and pass on your assets to the next generation.

Our Core Values: Our Approachable Foundation

At the core of what we do is an unbiased approach that keeps your biggest financial goals at the front of every plan and portfolio.

Independent Fiduciaries

We create personalized plans according to what matters most to you. As independent fiduciaries, we have the freedom to pursue many solutions to craft a plan and portfolio that truly fits your unique needs.

Generational Continuity

Family is important to our clients and it’s important to us, too. We're here to think about the future and help clients grow, protect, and pass their assets to the next generation.

Honest Guidance

Most clients need more money than they think. We’re proactive on this and are driven to engage early and often so we can build a relationship and walk clients through the long-term ins and outs of their plan.

Big-Picture Planning

We’re not just managing money. We look at the big picture for clients. We help them take advantage of opportunities and provide a roadmap through challenges to set them up for success.

<strong>Empowering Your Goals with Flexible Solutions</strong>

Empowering Your Goals with Flexible Solutions

We care about helping you reach your goals, which is why we're driven to form long-term relationships while engaging early and often to walk you through the long-term ins and outs of your plan based on your life priorities. As independent fiduciaries, we have the freedom to pursue flexible solutions that truly fit your needs.

The Lee Financial Team

Most clients need more money than they think. As independent fiduciaries, we're driven to engage early and often to get to know your goals and build a long-term relationship. This honest guidance helps protect your assets for future generations.

Want to Learn More?

Do you need an unbiased partner who prioritizes your values and goals? Contact us for more information about our financial services.

Contact Us Today

About Cetera/Pershing



Who We Work With

We provide a range of services to help clients grow, nurture and protect their assets into and through retirement.

Who We Work With

Our Approach

Our honest, big-picture approach helps guide clients toward generational legacy without running out of money.

Our Approach

Contact Us

Want to learn more about how we can support your personal and professional goals? Get in touch.

Contact Us Today