Lee Financial is a fee-only financial advisory firm serving high net worth individuals and families across the United States. Our services include financial planning and support to help them reach their financial goals. If you would like to learn

PFSs), David Freeze and Maksym Sulkov. As fee-only financial advisers, we are dedicated to helping entrepreneurs, young our tax background, we decided to bring financial planning services to our clients and help them is why careful planning is essential when it comes to finances. We are fee-only fiduciary advisers,