Fiduciary Advice for Medical Professionals
and their Families
We focus on your financial health so that you can focus on the health of others
Why Lee Financial Group?
Fiduciary
LFG has a fiduciary obligation to our clients, meaning that we have a duty to always provide financial planning advice that is in our clients’ best interest
Integrated Approach
More than just investments. Tax planning, Estate planning, Retirement planning, and more. We strive to provide the resources necessary for you to reach your goals.
Personal Client Relationship
We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.
Full Client Service Offering
Retirement Planning
-
Create a Cash Flow & Budgeting guide
-
Recommend Debt Management and Savings Strategies
-
Optimize IRA Contributions and Conversions
-
Analyze various income for retirement
Tax Planning
-
Tax Mitigation Strategies
-
Review of Cost Basis and Tax Loss Harvesting
-
Roth Conversion Strategies
-
Employer Benefits (HSA, FSA, DCA)
-
Charitable Giving
- Business Planning Strategies
Estate Planning Review
-
Review of Last Will, Trust, Health Care Directive & POA, Financial POA
-
Review of account beneficiaries to ensure they are reflective of client wishes
-
Create Visual Estate Flow Chart
Investment Management
-
Portfolio using low cost index and factor based ETFs
-
Separately managed risk buckets
-
Tax loss harvesting and tax location
-
On-going rebalancing
-
Fixed shares diversification
Click “Fees and Process” for more details on cost of service.
Austin Lee, CFP®
Hello, and welcome to Lee Financial Group, LLC. I founded the company in order to serve medical professionals who dedicate their lives to improving the life of others but do not have the time to take care of their financial health.
As a Certified Financial PlannerTM, I help guide my clients to find the best path towards their goals through financial planning, managing their investments, and lowering their tax liabilities.
During my free time, I enjoy spending time with my wife and three kids, all whom are always there to support and motivate me. I also love being outdoors, trying to take advantage of the fresh air and great weather. My family recently spent some time traveling the country, making stops at Yellowstone National Park and Mt. Rushmore.
Associations
