Lee financial services

Lee Financial is an independent wealth management firm based in Dallas, Texas. Financial Services Association with Independent Endowment or Foundation Lee College maintains an affiliation with the Lee College Foundation , which provides support specifically to Lee College and its students. The market value of the Lee College Foundation investments as of Aug. Whether your plan is to reach financial independence early, or to retire at the expected time, we work with you.

You are unique, and have your own definition of financial independence. No single financial strategy fits all.

We believe it’s because of our old fashioned “aloha” spirit. Ellicott City, Maryland. We work with over 4clients both in the mid-Atlantic region and around the country. We take pride in building confidence and trust with our clients and always provide unbiased financial advice.

We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experience and friendly. Save Big Today At Lee ! For A Limited Time Only, Snag Great Savings While They Last.

Receive a decision within day and funding as soon as 1-business days. Your revenue means more than credit. Share with business owners. Student Financial Services.

By doing so, we maintain a strong purpose to touch the lives of our students by providing goals and objectives to help manage the cost and sacrifice of obtaining a superior education. Welcome to Lee Wealth Management. You will find an abundance of information on this site through newsletters and research reports. Taking a proactive approach to your personal financial situation will allow many opportunities and potential rewards when using our available resources and tools. James Lee is a Registered Representative of and offers securities products and advisory services through Royal Alliance Associates, Inc.

Assume that none of the employees exceeded any relevant wage base. Salaries $ 500Federal income taxes to be withheld 100Federal unemployment tax rate 0. State unemployment tax rate (after FUTA deduction) 5. Social security tax rate 6. We specialize in the mutual fund marketplace and act as an investment manager for the Hawaii Municipal Fund (SURFX), a no-load municipal bond fund. We handle all aspects of insurance policy matching, data collection, reporting, along with a compliant notification process and insurance placement when necessary. Our Step Framework will help any budget transform into a Wealth Building machine. Contact Middle Class Money Today.

We provide investments, life insurance products, tax preparation and planning and payroll services.

Operating in the highly regulated sector, clients include Irish banks, wholesale banks, investment banks, private equity providers, investment funds and alternative lenders. Recognizing that decisions made today affect outcomes well into the future, our experienced advisors will guide you step-by-step toward your unique financial goals. Kalos Management, Inc.